Robert Blumberg is a registered investment advisor at Onedigital, based in Overland Park, KS, with 21 years of industry experience. Robert 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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Number of Clients
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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
11101 Switzer Road, Suite 200, Overland Park, KS, 66210
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Regulatory History (1)
Criminal
December 1998Employment History
Current Registrations
Onedigital
Previous Registrations
Voya Financial Partners, LLCBroker
Oneamerica Securities, INC.Broker
Manulife Asset Management (US) LLC
John Hancock Advisers, LLC
John Hancock Distributors LLC
John Hancock Distributors LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
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.