Curt Mangold is a CFP-designated registered investment advisor at Onedigital, based in Atlanta, GA, with 24 years of industry experience. Curt 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
Atlanta, GA
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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
Curt is an RIA with Signature Wealth Management Group, dedicating nearly full-time hours to client relations, financial planning, and investment management. He also works as an agent selling fixed/traditional insurance products through PKS Financial and Fixed Insurance, and manages rental properties through Park Avenue South Partners, Inc. and DawgNote, LLC.
Employment History
Current Registrations
Onedigital
Swmg Holdings, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cantella & CO., INC.
Cantella & CO., INC.Broker
Harbor Financial Services, LLC
Harbor Financial Services, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.