BB
Firm Information
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.
Areas of Practice
Investment Management
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Advisor Information
Office location
7480 SW 40th Street, Suite 602, Miami, FL, 33155
Get directionsRegulatory History (1)
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Judgment / Lien
September 2018Other Business ActivitiesSells Insurance
Bazil is involved in non-variable insurance sales, including fixed life, fixed annuities, and health insurance.
Employment History
Current Registrations
Oneamerica Securities, INC.
July 2011 - Present · 14 yrs 6 mos
Oneamerica Securities, INC. Broker
October 2010 - Present · 15 yrs 3 mos
Previous Registrations
AXA Advisors, LLC
October 2000 - October 2010 · 10 yrs
AXA Advisors, LLC Broker
September 2000 - October 2010 · 10 yrs 1 mo
State Registrations5 states
COCTFLNJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.