Adam Hager is a registered investment advisor at Onedigital, based in Apex, NC, with 1 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
2021 Shepards Vineyard Drive, Suite 100, Apex, NC, 27502
Get directionsHistory
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 sells and services fixed insurance products, dedicating full-time hours to this activity. He is also an Investment Advisor Representative (IAR) with OneDigital Investment Advisors LLC, spending full-time hours on investment advisory business.
Employment History
Current Registrations
Onedigital
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
State Registrations2 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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