Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
For direct asset management, fees are based on a percentage of your portfolio's value, for example, 1.50% annually for portfolios between $500,001 and $1,000,000. These fees are negotiable and may be reduced for accounts within the same household. Financial planning is offered at $250/hour, or a fixed fee between $500-$1,500 for a basic plan and $1,500-$5,000 for a comprehensive plan. OSG also acts as a co-advisor with Advisory Alpha, LLC and Matson Money, Inc. and receives management fees collected by MM.
Areas of Practice
Advisor Information
Office location
1475 Phoenixville Pike, Suite 103, West Chester, PA, 19380
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is the President of Old Security Trust Corp, where he dedicates nearly full-time hours to insurance sales and services. He also serves as President of OSG Tax Pros, Inc., focusing on tax planning and preparation for about 10-20% of his time, and owns Hausmanbeck Holdings, Inc., dedicating minimal time.