Peter Wolk is a ChFC-designated registered investment advisor at Onedigital, based in Miami Beach, FL, with 49 years of industry experience. Peter 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
Miami Beach, FL
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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
Peter is an insurance agent selling life, disability, and long-term care insurance since 2002. He dedicates minimal time to this activity.
Employment History
Current Registrations
Onedigital
Previous Registrations
Wealthsource®
Kingswood Capital Partners, LLCBroker
Kingswood Wealth Advisors, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Ssn Advisory, INC.
Securities Service Network, LLCBroker
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Securities America, INC.Broker
Walnut Street Securities, INC.Broker
Integrated Resources Equity CorporationBroker
General American Life Insurance CompanyBroker
Nml Equity Services, INC.Broker
Nel Equity Services CorporationBroker
New York Life Variable Contracts CorporationBroker
State Registrations3 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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