Onedigital Investment Advisors

CRD#106766
Investment Advisor Firm

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Learn more about Onedigital Investment Advisors

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Onedigital Investment Advisors is located at 11101 Switzer Road, Overland Park, KS. The firm employs 380 financial advisors to manage client portfolios and provide financial guidance. Onedigital Investment Advisors is not a registered broker-dealer.

    Onedigital Investment Advisors oversees $107.1 billion in assets under management across 57,121 accounts, of which 52,530 are discretionary and 4,591 are non-discretionary. Over the past year, the firm has provided financial planning services to 2,500 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The firm caters to retail investors, high net worth investors, banking institutions, pension plans, charitable organizations, state or municipal government entities, other investment advisers, and corporations, with retail investors being the largest client type by accounts. The fee structure at Onedigital Investment Advisors includes asset-based, hourly, fixed, and performance-based fees. The firm has 2,307 high net worth clients and maintains affiliations with an accountant or accounting firm, a lawyer or law firm, and an insurance company or agency.

    Onedigital Investment Advisors is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $107.1 billion

    Number of Advisors

    380

    Disclosures

    No

    Office Location

    11101 Switzer Road
    Overland Park, KS 66210

    Onedigital Investment Advisors by the Numbers

    Total Assets Under Management

    $107.1 billion

    National Average: $8.6 billion
    Total Number of Employees

    550

    National Average: 64
    Total Number of Accounts

    57,121

    National Average: 375,227
    Average Account Size

    $1.9 million

    National Average: $23.0 thousand
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    Products and Services

    Onedigital Investment Advisors offers a variety of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. In the last fiscal year, Onedigital Investment Advisors provided financial planning services to 2500 of its accounts. It is engaged in selling products or offering services other than investment advisory services to its clients.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    A financial advisor's fees largely depend on which services the firm provides the client. Fees billed by Onedigital Investment Advisors likely include any blend of the following fee structures: asset-based, hourly, fixed, or performance-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company works with a number of different customers. The firm works with retail investors, high net worth investors, banking institutions, pension plans, charitable organizations, state or municipal government entities, other investment advisers, and corporations. Out of its 8 clients, Onedigital Investment Advisors's biggest client type by number of accounts is pension plans, though it also serves 2307 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 5.4%
    • Other Individuals - 80.32%
    • Corporations - 13.87%
    • Charitable Organizations - 0.42%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Onedigital Investment Advisors does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Onedigital Investment Advisors

    Katie Calpin
    West Harrison, NY
    Elaine Featherstone
    Auburn Hills, MI
    Mindy Filer
    Hummelstown, PA
    Allie Rivera
    Overland Park, KS
    Jonas Boyer
    Overland Park, KS
    Donald Bateman
    Knoxville, TN
    Camay Pascucci
    Danvers, MA
    John Carey
    Overland Park, KS
    Marisa Ricottone
    Brooklyn, NY

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