Oneamerica Securities, INC.
Assets Under Management
$299.9M
Number of Clients
2,118
Number of Advisors
312
Average Client AUM
$142K
AUM per Advisor
$961K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
OneAmerica Securities (OAS) provides investment advisory and financial services through its representatives. They offer access to personalized investment advice and discretionary asset management through wrap fee programs. OAS works with Envestnet, Sawtooth Solutions, and Lockwood Advisors as Account Managers. OAS is also a broker-dealer and clears securities transactions through Pershing, LLC.
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
Location
One American Square, Indianapolis, IN, 46282