Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
20151 SW Birch Street, Suite 250, Newport Beach, CA, 92660
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Anthony assists with clerical duties for 4 Square Financial Literacy. He sells non-variable insurance products, including fixed life, fixed annuities, and health insurance.