Joseph Birkofer is a CFP-designated registered investment advisor at Onedigital, based in Houston, TX, with 30 years of industry experience. Joseph 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
3411 Richmond Avenue, Suite 750, Houston, TX, 77046
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Joseph is an instructor at Rice University's CFP program since 2000, dedicating a few hours per week. He also serves as Vice Commodore at Seabrook Sailing Club and owns a rental duplex, spending minimal time on each activity.
Employment History
Current Registrations
Onedigital
Previous Registrations
Legacy Asset Securities, INC.Broker
Securities Service Network, INC.Broker
Legacy Asset Management, INC.
Legacy Asset Management, INC.
Post Oak Capital Advisors, INC.Broker
Painewebber 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.