Amanda Whitlock is a registered investment advisor at Onedigital, based in Girard, OH, with 6 years of industry experience. Amanda 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
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
Girard, OH
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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
Amanda is a sole proprietor and agent selling accident, health, and life insurance since September 2019. She dedicates minimal time to this activity.
Employment History
Current Registrations
Onedigital
Previous Registrations
Wealthsource®
Feic Financial INC.
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.