Mindy
Filer
Onedigital Investment Advisors
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About this Advisor
Mindy Filer is a financial advisor based in Hummelstown, Pennsylvania, working with Onedigital Investment Advisors. Mindy has previously held positions at The Vanguard Group, Inc, Lpl Financial, LLC, Independent Financial Partners, Triad Advisors, and Onedigital Investment Advisors LLC. Mindy has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Mindy is part of Onedigital Investment Advisors, which operates out of Hummelstown, Pennsylvania. The firm has 83 offices and 550 employees. The firm manages assets totaling $107.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm 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 fee structure at Onedigital Investment Advisors includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Onedigital Investment Advisors Brokerage Details
$107,102,318,821
550
57,121
$1,875,008
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Mindy Filer Work History
Onedigital Investment Advisors LLC
Triad Advisors
Lpl Financial, LLC
Independent Financial Partners
The Vanguard Group, Inc
Disclosures
Please visit the SEC profile of Mindy Filer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Onedigital Investment Advisors
Overland Park, KS
Solvang, CA
Knoxville, TN
Round Rock, TX
Overland Park, KS
Brooklyn, NY
Hummelstown, PA
Overland Park, KS
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