Adam Monson is a registered investment advisor at Onedigital, based in Tustin, CA, with 10 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are based on a percentage of assets under management, billed quarterly in advance, and will not exceed 2.00% annually.
Fee Estimator
Location
Tustin, CA
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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
Adam is the manager/owner of AC Monson Holdings LLC, a pass-through entity, dedicating minimal time. He also works as an agent selling and servicing non-variable insurance products, spending minimal time on this activity.
Employment History
Current Registrations
Onedigital
Valmark Securities, INC.
Valmark Securities, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations11 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.
Exams
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