Old Security Group
Assets Under Management
$31.1M
Number of Clients
48
Number of Advisors
1
Average Client AUM
$648K
AUM per Advisor
$31.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Old Security Group provides discretionary asset management services, determining investment goals, time horizons, objectives, and risk tolerance. They also offer financial planning and consulting services on an hourly or fixed-fee basis. OSG acts as a co-advisor with Advisory Alpha, LLC and Matson Money, Inc.
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
Location
1475 Phoenixville Pike, Suite 103, West Chester, PA, 19380