Matthew Hausman
Matthew Hausman is a registered investment advisor at Old Security Group, based in West Chester, PA, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 71 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual fee is up to 1.75% of assets under management and is negotiable. Accounts within the same household may be combined for a reduced fee. Other co-advisory programs charge up to 1.5% or 1.2%.
Fee Estimator
Location
1475 Phoenixville Pike, Suite 103, West Chester, PA, 19380
Get directionsHistory
Regulatory 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.
Employment History
Current Registrations
Old Security Group
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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