Andrew A Liss

Oneamerica Securities, INC.

22 Years of Experience

View SEC Summary

Firm Information

Oneamerica Securities, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

312 advisors

Number of Clients

2,118 clients

Average Client Portfolio

$142K average

Assets Under Management

$299.9M

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

OneAmerica Securities offers various wrap fee programs with fees calculated quarterly based on the average daily fair market value of assets. The total annual fee includes advisory fees paid to OAS, the Advisor Representative, and the Account Manager, as well as brokerage, custody, clearing, and execution fees. The total annual fee ranges vary by program, from 0.25%-3.25%. Minimum investments range from $5,000 to $250,000 depending on the program.

View Full Brochure on SEC

Areas of Practice

Investment Management

Advisor Information

Office location

Two Regency Plaza, Suite 4, Providence, RI, 02903

Get directions

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.