Oneamerica Asset Management, LLC

CRD#165929
Investment Advisor Firm

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Learn more about Oneamerica Asset Management, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Oneamerica Asset Management, LLC operates as an advisory company located in Indianapolis, Indiana. It controls $23.9 billion in total assets across 10 accounts, making it one of the biggest financial advisory firms in the country by assets under management (AUM). The firm has a small group, including 25 financial advisors. Oneamerica Asset Management, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as bonds, stocks and options.

    Oneamerica Asset Management, LLC administers most of its client assets on a discretionary basis. Discretionary management signifies that a portfolio manager makes transaction choices without needing the client's permission. It also manages four non-discretionary accounts totaling $118.9 million in assets under management. The investment advisory firm's typical account size is $2.4 billion. The typical financial advisor at Oneamerica Asset Management, LLC oversees fewer than one client account, placing it among the most personalized advisor firms in the country.

    Oneamerica Asset Management, LLC's main office is located at One American Square, Indianapolis, Indiana 46206. The firm is legally registered to serve customers in the state of Indiana.

    Assets Under Management

    $23.9 billion

    Number of Advisors

    25

    Disclosures

    No

    Office Location

    One American Square
    Indianapolis, IN 46206

    Oneamerica Asset Management, LLC by the Numbers

    Total Assets Under Management

    $23.9 billion

    National Average: $8.6 billion
    Total Number of Employees

    37

    National Average: 64
    Total Number of Accounts

    10

    National Average: 375,227
    Average Account Size

    $2.4 billion

    National Average: $23.0 thousand
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    Products and Services

    Oneamerica Asset Management, LLC provides a number of services, which can include portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters, security rating services, educational seminars and other services. Notably, Oneamerica Asset Management, LLC did not provide financial planning services to any of its customers in the prior fiscal year. The firm does not sell products or offer services other than investment advice to its investment advisory customers. Oneamerica Asset Management, LLC is affiliated with one or more other companies in the financial services industry, including with a broker-dealer or securities dealer, insurance company or agency and pension consultant.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Find a firm that offers this service

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Offered by 3% of firms

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Financial advisory fees usually depend on the financial services provided. However, fees billed by the firm most likely include any combination of the following fee structures: asset-based, fixed or other. Oneamerica Asset Management, LLC does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Types of Clients

    The company works with pooled investment vehicles and insurance companies. Out of its 10 customers, Oneamerica Asset Management, LLC's largest client type is insurance companies. None of the company's clients reside abroad.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Oneamerica Asset Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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