BH
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
One American Square, Indianapolis, IN, 46282
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Oneamerica Securities, INC.
February 2014 - Present · 11 yrs 11 mos
Oneamerica Securities, INC. Broker
February 2014 - Present · 11 yrs 11 mos
Previous Registrations
PNC Investments
April 2013 - September 2013 · 5 mos
PNC Investments Broker
May 2012 - September 2013 · 1 yr 4 mos
Fifth Third Securities, INC. Broker
November 2010 - May 2012 · 1 yr 6 mos
MML Investors Services, INC. Broker
August 2010 - September 2010 · 1 mo
State Registrations1 state
IN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.