OneDigital Investment Advisors provides comprehensive wealth management services, including ongoing portfolio management, personalized financial planning, insurance advisory services, and family office services. OneDigital tailors its advisory services to each client's specific financial goals, risk tolerance, and circumstances. Portfolios can be managed on a discretionary or non-discretionary basis using a variety of investment models, exchange-traded funds, mutual funds, equities, fixed income securities, and third-party managers. In addition to investment management, OneDigital offers specialized support such as tax coordination, bill pay, bookkeeping, and estate planning technology access through independent platforms.
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.