Kelley Snook is a registered investment advisor at Onedigital, based in Auburn Hills, MI, with 31 years of industry experience. Kelley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 19,007 clients with $140B in assets under management.
Compensation
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Fee Structure
OneDigital charges investment advisory fees based on a percentage of the value of your investments, typically billed quarterly in advance. The annual fee will not exceed 2.00%. Clients can combine accounts within their household to reach higher discount tiers. Fees may be deducted from your account or billed directly. Fees are prorated for new accounts or terminations. OneDigital may recommend third-party asset managers, whose fees are separate.
Location
900 North Squirrel Road, Suite 120, Auburn Hills, MI, 48326
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Regulatory History (1)
Customer Dispute
February 2011Employment History
Current Registrations
Onedigital
Previous Registrations
Triad Advisors LLCBroker
Onedigital Investment Advisors
LPL Financial LLC
LPL Financial LLCBroker
Northstar Financial Partners, INC.
Northstar Financial Partners, INC.Broker
Seger Financial, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.