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Anthony Muraski

Advisor at OneDigital

Updated today

Location

Spring Lake, MI

Credentials

Series 65

Industry experience

1 year

About

Anthony Muraski is a Series 65-licensed advisor at OneDigital with three years of industry experience. He previously worked at Huntington National Bank and Old National Bank. Muraski is co-owner of BMW Properties, LTD, which holds a residence for a relative. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm uses a variety of analytic approaches and model strategies, including discretionary and non-discretionary management, and works with third-party sub-advisers.

Client services

Based on OneDigital

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OneDigital

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management

Occupation focus

Based on OneDigital

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and family office services may be charged on a one-time or annual flat fee basis, fully negotiable. Wealth, Inc. Access Fee is a one-time flat fee.

Percentage

Up to 2.00% annually on assets under management (tiered fee schedule applies, exact tiers not specified)

Commissions

Commission-based fees may be received by certain registered representatives and insurance agents affiliated with OneDigital for selling investment and insurance products.

Project-based

Financial planning fees may be charged on an hourly basis, fully negotiable.

Other

Fee-only: Investment advisory fees charged quarterly in advance, based on percentage of assets under management, hourly basis, or fixed fee basis. Financial planning and family office fees may be charged on flat fee or hourly basis.

Location

Spring Lake, MI

Most active in

Michigan

Work history

OneDigital Investment Advisors LLC

2023 - Present (3 years)

Huntington National Bank

2021 - 2023 (2 years)

Unemployed

2020 - 2021 (1 year)

Old National Bank

2015 - 2020 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
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Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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Series 63, Series 65

Grand Haven, MI

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Series 65

Muskegon, MI

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General retirement planning Income planning
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