OneDigital provides investment advice, financial planning, insurance advice, and family office services tailored to each client's needs. Investment advice includes monitoring portfolios and making recommendations. Financial planning covers various topics like retirement and education. Family office services include bill pay and tax support. OneDigital may recommend third-party asset managers.
Fee Structure
OneDigital charges investment advisory fees based on a percentage of the value of your investments, typically billed quarterly in advance. The annual fee will not exceed 2.00%. Clients can combine accounts within their household to reach higher discount tiers. Fees may be deducted from your account or billed directly. Fees are prorated for new accounts or terminations. OneDigital may recommend third-party asset managers, whose fees are separate.