Oneamerica Investment Advisory Services LLC
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Overview
Oneamerica Investment Advisory Services LLC is a financial advisory company located in Indianapolis, Indiana. The firm oversees $5.6 billion in total assets across 236 client accounts, placing it among the largest firms in the country by assets under management (AUM). The company has a small group, including 6 financial advisors. Oneamerica Investment Advisory Services LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like options, bonds and stocks.
Oneamerica Investment Advisory Services LLC manages 56 of its client assets in a discretionary manner. Discretionary management is a structure in which transaction judgments for the client's account are made by a portfolio manager without requiring client approval. The firm also oversees 180 non-discretionary accounts totaling $4.9 billion in assets. The advisory firm oversees about $23.8 million in assets for each account. The average advisor at Oneamerica Investment Advisory Services LLC oversees about 39 client accounts, making it about average in terms of personalization.
The firm's main office is located at One American Square, Indianapolis, Indiana 46206. It is permitted to serve customers across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Oneamerica Investment Advisory Services LLC by the Numbers
$5.6 billion
6
236
$23.8 million
Fee Structure
Fees for financial advisory services largely are based on which service is offered. Fees charged by Oneamerica Investment Advisory Services LLC typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Oneamerica Investment Advisory Services LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pension plans. Out of its 236 customers, Oneamerica Investment Advisory Services LLC's biggest client is pension plans. None of the firm's customers 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 Investment Advisory Services LLC does not have any disclosures.
Please visit its Form ADV for more details.
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