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 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 ValueAnnual Fee
Any2.00%

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

Sugar Hill, GA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Onedigital
January 2021 - Present · 5 yrs 9 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.
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