VS
CFP
VS
CFP

Victor Salazar

19 Years of Experience
Sugar Hill, GA

Victor Salazar is a CFP-designated registered investment advisor at Onedigital, based in Sugar Hill, GA, with 19 years of industry experience. Victor 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
356 advisors
Number of Clients
19,007 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$142.6B

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.

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Location

Sugar Hill, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Onedigital
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Bb&t Institutional Investment Advisers, INC.
March 2020 - December 2020 · 9 mos
Suntrust Advisory Services, INC.
September 2016 - January 2021 · 4 yrs 4 mos
Suntrust Investment Services, INC.
June 2013 - December 2016 · 3 yrs 6 mos
Truist Investment Services, INC.Broker
January 2007 - January 2021 · 14 yrs
State Registrations1 state
GA
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.