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
Old Security Group provides discretionary asset management services, financial planning, and consulting. They also act as a co-advisor with Advisory Alpha, LLC and Matson Money, Inc. Investment strategies are tailored to individual client goals and objectives. Clients may impose restrictions on investments.
| 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% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
1475 Phoenixville Pike, Suite 103, West Chester, PA, 19380