OneAmerica Securities provides investment advisory services, financial planning, and retirement plan consulting to individuals, businesses, and institutional clients. The firm offers a variety of investment management programs through independent third-party account managers and wrap fee programs, where management and administrative fees are combined. Representatives work closely with clients to build suitable portfolios based on individual risk tolerance, goals, and liquidity needs. In addition to investment management, OneAmerica Securities offers financial planning services that include comprehensive plans and targeted consultations. The firm operates through an independent network of representatives who are also dually registered as securities brokers and licensed insurance agents, allowing them to offer a wide range of financial products, including variable annuities and mutual funds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.