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

    • Overview

    Aon Investments Usa Inc is located at 200 East Randolph Street, Chicago, IL. The firm employs 256 financial advisors to manage client portfolios and provide financial guidance. Aon Investments Usa Inc is not a registered broker-dealer.

    The firm oversees $136.4 billion in assets under management across 304 accounts, with 279 discretionary accounts and 25 non-discretionary accounts. 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 serves a range of investor types, including banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, corporations, and others. Pension plans represent the largest client type by accounts. The fee structure includes asset-based, hourly, and fixed fees. The firm 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 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, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virginia, West Virginia, Wisconsin, Wyoming, Missouri, Washington, Texas, and New Hampshire.

    Assets Under Management

    $136.4 billion

    Number of Advisors

    256

    Disclosures

    No

    Office Location

    200 East Randolph Street
    Chicago, IL 60601

    Aon Investments Usa Inc by the Numbers

    Total Assets Under Management

    $136.4 billion

    National Average: $8.6 billion
    Total Number of Employees

    263

    National Average: 64
    Total Number of Accounts

    304

    National Average: 375,227
    Average Account Size

    $448.6 million

    National Average: $23.0 thousand
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    Products and Services

    Financial services that Aon Investments Usa Inc offers can 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. However, the firm did not provide financial planning services to any of its accounts in the prior financial year. The firm is engaged in selling products or offering services different than investment advisory services to its customers. Aon Investments Usa Inc also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, banking or thrift institution, insurance company or agency, pension consultant, and commodity pool advisor.

    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.

    Back to Overview

    Fee Structure

    Financial management fees largely are based on the type of financial services offered. However, fees charged by Aon Investments Usa Inc can include some combination of the following fee structures: asset-based, hourly, and fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Aon Investments Usa Inc. The company can withdraw the expenses directly from client funds.

    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.

    Back to Overview

    Types of Clients

    The firm works with a broad range of investors. The company works with banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, corporations, and other. Out of its 304 clients, Aon Investments Usa Inc's biggest client by number of accounts is pension plans. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 98.52%
    • Charitable Organizations - 1.48%

    * 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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