Old Security Group provides discretionary asset management and financial planning services to individuals and high-net-worth clients. Old Security Group helps clients define their investment goals, time horizons, and risk tolerance to build personalized portfolios. The firm often collaborates with external money managers and sub-advisors to manage client accounts across different platforms. In addition to investment management, Old Security Group offers financial planning services ranging from basic reviews of retirement income and insurance to comprehensive plans covering tax preparation, estate review, and legal document coordination. Old Security Group is owned by Matthew Hausman, who also operates affiliated businesses providing insurance products and tax preparation services.
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%.