Danielle Maxwell
Danielle Maxwell is a registered investment advisor at Onedigital, based in Overland Park, KS, with 16 years of industry experience. Danielle 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
11101 Switzer Road, Suite 200, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2018Other Business ActivitiesSells Insurance
Danielle is involved in fixed insurance sales and service since 2018, focusing on non-variable insurance products. This activity requires minimal time.
Employment History
Current Registrations
Onedigital
Previous Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Lincoln InvestmentBroker
Stancorp Equities, INC.Broker
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations1 state
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.