Assets Under Management
$142.6B
Number of Clients
19,007
Number of Advisors
328
Average Client AUM
$7.5M
AUM per Advisor
$434.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
OneDigital offers investment advisory and management services to retirement plan sponsors and investment management services to plan participants. They also offer add-on services like IPS drafting, QDIA selection, and financial education. OneDigital does not offer services to individual investors.
11101 Switzer Road, Suite 200, Overland Park, KS, 66210