Old Security Group provides investment management and financial planning services. For investment management, they offer ongoing services based on individual goals and risk tolerance. They also work with Advisory Alpha, LLC and Matson Money, Inc. as co-advisors. Financial planning services are offered on an hourly or fixed-fee basis, with basic and comprehensive plans available. Clients can impose restrictions on investments.
Assets Under Management$47M
Clients62
Advisors1
Avg. per Client$750K
Avg. per Advisor$47M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Maximum annual fee will be 1.5% of the assets under management when working with Advisory Alpha, LLC. Under the Matson Fund Platform, the maximum annual fee is 1.2% of the assets and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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