OneAmerica Investment Advisory Services (OAIAS) offers advisory services to plan sponsors, assisting them in selecting and monitoring investment options for their employee benefit plans. OAIAS provides services as defined in Section 3(21) and Section 3(38) of ERISA. OAIAS does not tailor its advisory services to the individual needs of the clients, nor does it accept restrictions on investing in certain securities or types of securities. OAIAS will not provide tax or legal advice.
Assets Under Management$5.1B
Clients166
AdvisorsN/A
Avg. per Client$31M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees are negotiable and will not exceed 0.25% of assets under advisement or management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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