Julie Wilson is a registered investment advisor at Onedigital, based in Raleigh, NC, with 25 years of industry experience. Julie 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
4141 Parklake Ave, Suite 110, Raleigh, NC, 27612
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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 ActivitiesSells Insurance
Julie owns rental property since 1998, dedicating minimal time to its management. She also provides general insurance brokerage services (health, group life, etc.) through Lockton Companies, LLC, dedicating minimal time to this activity, and spends nearly full-time providing investment advisory services through Lockton Investment Advisors, LLC.
Employment History
Current Registrations
Onedigital
Previous Registrations
Lockton Investment Advisors, LLC
Lockton Investment Securities, LLCBroker
MML Distributors, LLCBroker
MML Investors Services, LLCBroker
Mmc Securities CORP.Broker
Mmc Securities CORP.
Rsm Mcgladrey, INC.
Birchtree Financial Services, INC.Broker
Princor Financial Services CorporationBroker
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.