Samuel Robert is a registered investment advisor at Onedigital, based in Roanoke, TX, with 20 years of industry experience. Samuel 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
Roanoke, TX
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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
Samuel may be coded as an employee or independent contractor of Newport Group, Inc., an affiliate of Newport Group Securities, Inc. He may offer insurance products through the firm's affiliates.
Employment History
Current Registrations
Onedigital
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
Newport Group Consulting, LLC
Newport Group Securities, INC.
Newport Group Securities, INC.Broker
Clark Securities, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations24 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.