Brook Cox is a registered investment advisor at Onedigital, based in Cincinnati, OH, with 26 years of industry experience. Brook 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
Cincinnati, OH
Get directionsHistory
Regulatory History (2)
Criminal
May 1997Criminal
April 1995Other Business Activities
Brook is the sole proprietor of Studio 4O3, a small studio business providing audio engineering, lighting, and live streaming services. Brook dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Onedigital
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.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.
Exams
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