| 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
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Learn about disclosures →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.