Joseph
Birkofer
Onedigital Investment Advisors
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About this Advisor
Joseph Birkofer is a financial advisor based in Houston, Texas, working with Onedigital Investment Advisors. Joseph has previously held positions at Onedigital Investment Advisors LLC, Legacy Asset Management, Inc, Legacy Asset Securities, Inc, Birkofer Consulting, LLC, and Rice University CFP® Program. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Joseph is part of Onedigital Investment Advisors, which operates out of Houston, Texas. 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
Office Location
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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
Joseph Birkofer Work History
Onedigital Investment Advisors LLC
Rice University CFP® Program
Legacy Asset Management, Inc
Birkofer Consulting, LLC
Legacy Asset Securities, Inc
Disclosures
Please visit the SEC profile of Joseph Birkofer 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
West Harrison, NY
Overland Park, KS
Hummelstown, PA
Overland Park, KS
Overland Park, KS
Knoxville, TN
Danvers, MA
Overland Park, KS
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
