Donald Bateman is a registered investment advisor at Onedigital, based in Knoxville, TN, with 24 years of industry experience. Donald 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
10641 Deerbrook Drive, Suite 100, Knoxville, TN, 37922
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Regulatory History (1)
Employment Separation After Allegations
May 2020Employment History
Current Registrations
Onedigital
Previous Registrations
Wealthsource®
Heritage Investors
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan StanleyBroker
Mizuho Securities USA INC.Broker
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Calyon Securities (USA) INCBroker
Hsbc Securities (USA) INC.Broker
UBS Securities LLCBroker
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.