William Magenheimer
William Magenheimer is a registered investment advisor at Oneamerica Securities, INC., based in Parsippany, NJ, with 37 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 2,118 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAmerica Securities (OAS) offers investment management through various programs, including:
- Portfolio Choice Program: Offered through arrangements with Envestnet, Sawtooth, and Lockwood. These programs include Discretionary Management Programs, Separately Managed Account Programs, and Unified Managed Account Programs. OAS representatives do not have discretionary investment authority in these programs.
- Advisor Managed Portfolios (AMP): OAS representatives serve as the account managers on a discretionary basis.
Fees are based on a percentage of the assets managed, generally between 0.25% and 2.00%. The fee is agreed upon by the representative and the client and depends on the account type, investments selected, and assets under management.
Location
14 Walsh Dr, Suite 201, Parsippany, NJ, 07054
Get directionsHistory
Regulatory History (5)
Customer Dispute
October 2008Customer Dispute
September 2007Customer Dispute
September 2003Customer Dispute
September 2001Judgment / Lien
July 2001Other Business ActivitiesSells Insurance
William is involved in non-variable insurance sales, specifically fixed life and fixed annuities. The filing does not specify the amount of time spent on this activity.
Employment History
Current Registrations
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Summit Financial Services Group, INC.Broker
Fiserv Investor Services, INC.Broker
Mds Securities IncorporatedBroker
Investors Associates, INC.Broker
G. K. Scott & CO., INC.Broker
Individual's Securities LTD.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.