Aon Investments Usa Inc

CRD#105596
Investment Advisor Firm

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Learn more about Aon Investments Usa Inc

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

    • Overview

    Aon Investments USA Inc is located at 200 East Randolph Street, Chicago, IL. The firm employs 265 financial advisors to manage client portfolios and provide financial guidance. Aon Investments USA Inc is not a registered broker-dealer.

    Aon Investments USA Inc oversees $122.9 billion in assets under management across 286 accounts, of which 283 are discretionary and 3 are non-discretionary. The services offered include portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The firm caters to high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, sovereign wealth funds, and other types of investors, with pension plans being the largest client type by accounts. The fee structure at Aon Investments USA Inc includes asset-based, hourly, and fixed fees. The firm has 2 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, banking or thrift institution, insurance company or agency, pension consultant, and commodity pool advisor.

    Aon Investments USA Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $122.9 billion

    Number of Advisors

    265

    Disclosures

    No

    Office Location

    200 East Randolph Street
    Chicago, IL 60601

    Aon Investments Usa Inc by the Numbers

    Total Assets Under Management

    $122.9 billion

    National Average: $8.6 billion
    Total Number of Employees

    286

    National Average: 64
    Total Number of Accounts

    286

    National Average: 375,227
    Average Account Size

    $429.8 million

    National Average: $23.0 thousand
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    Products and Services

    Aon Investments Usa Inc offers a variety of services, including portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. Notably, Aon Investments Usa Inc did not provide financial planning services to any of its clients in the last fiscal year. It does sell products or offer services different than investment advice to its customers.

    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.

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      Portfolio Management

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

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      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.

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      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

    Fees for financial advice largely vary depending on the financial services provided. Fees billed by Aon Investments Usa Inc can consist of some combination of the following fee types: asset-based, hourly, or fixed.

    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 21% of firms

      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.

    • 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.

    Unavailable

    • 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.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

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

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    Types of Clients

    The firm does business with a number of different clients. The company caters to high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, sovereign wealth funds, and other. Out of its 10 clients, Aon Investments Usa Inc's largest client type by number of accounts is pension plans, but it also caters to 2 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 0.34%
    • Other Individuals - 0%
    • Corporations - 98.31%
    • Charitable Organizations - 1.36%

    * 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

    Aon Investments Usa Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Aon Investments Usa Inc

    Christopher Vassilopoulos
    Andover, MA

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