Onedigital Asset Management
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Overview
Onedigital Asset Management operates as a financial advisory firm that has its headquarters in Overland Park, Kansas. The company manages $365.9 thousand in assets under management throughout 35 accounts. Onedigital Asset Management does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as bonds, equities and options.
Onedigital Asset Management administers all of its accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make transaction judgments for the client's account without needing client authorization. The firm's typical account size is $10,454.
Onedigital Asset Management's main office is at 11101 Switzer Road, Suite 200, Overland Park, Kansas 66210. The company is legally registered to provide services to clients in the state of Kansas.
Assets Under Management
Disclosures
Office Location
Onedigital Asset Management by the Numbers
$365.9 thousand
35
$10.5 thousand
Products and Services
Financial services provided by Onedigital Asset Management include selection of other advisers and other services. The firm is not involved in selling products or offering services aside from investment advice to its investment advisory accounts. The company is also affiliated with one or more other companies in the financial services industry, including with an insurance company or agency and pension consultant.
Core Advisor Services
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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.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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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.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees depend on the type of services provided. However, fees charged by the firm typically consist of non-traditional fee structures. The firm does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Disclosures
Onedigital Asset Management does not have any disclosures.
Please visit its Form ADV for more details.
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