Donald Bateman is a registered investment advisor at Onedigital, based in Knoxville, TN, with 25 years of industry experience. Donald 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
388 advisors
Number of Clients
18,203 clients
Average Client Portfolio
$8.5M average
Assets Under Management
$155.4B
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Knoxville, TN
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
May 2020Employment History
Current Registrations
Onedigital
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Wealthsource®
March 2022 - October 2024 · 2 yrs 7 mos
Heritage Investors
August 2021 - April 2022 · 8 mos
UBS Financial Services INC.
February 2014 - June 2020 · 6 yrs 4 mos
UBS Financial Services INC.Broker
February 2014 - June 2020 · 6 yrs 4 mos
Morgan Stanley
May 2012 - February 2014 · 1 yr 9 mos
Morgan StanleyBroker
April 2012 - February 2014 · 1 yr 10 mos
Mizuho Securities USA INC.Broker
December 2010 - December 2011 · 1 yr
Soleil Securities CorporationBroker
October 2008 - December 2010 · 2 yrs 2 mos
Calyon Securities (USA) INCBroker
July 2007 - September 2008 · 1 yr 2 mos
Hsbc Securities (USA) INC.Broker
November 2004 - May 2007 · 2 yrs 6 mos
UBS Securities LLCBroker
October 1999 - November 2004 · 5 yrs 1 mo
State Registrations1 state
TN
Advisor
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
No exam information available for this advisor.
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