Patrick Rush is a CFP-designated registered investment advisor at Onedigital, based in Greensboro, NC, with 25 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 18,203 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are based on a percentage of assets under management, billed quarterly in advance, and will not exceed 2.00% annually.
Fee Estimator
Location
3623 N. Elm Street, Suite 102, Greensboro, NC, 27455
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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.
Learn about disclosures →Other Business Activities
Patrick is the owner of TFA Properties, LLC, a real estate property owner, since 2016. He owns the office building that houses Triad Financial Advisors Legacy Staff for ODIA.
Employment History
Current Registrations
Onedigital
Previous Registrations
Triad Financial Advisors, INC.
Donnelly Steen & Company
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ftb Advisors, INC.
World Equity Group, INC.
State Registrations2 states
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.
Exams
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