About OLD SECURITY GROUP
OLD SECURITY GROUP is a leading financial advisory firm that provides comprehensive wealth management services to clients across the globe. With a team of highly experienced and knowledgeable advisors, OLD SECURITY GROUP is dedicated to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
Through a personalized and client-centric approach, OLD SECURITY GROUP offers a wide range of financial services and products to help clients build, manage, and protect their wealth. Their team of advisors has a deep understanding of the financial markets and leverages their expertise to provide tailored solutions that meet the unique financial needs of each client.
Facts and Insights
The success of OLD SECURITY GROUP is reflected in their impressive numbers. As of 2021, the firm has over $10 billion in assets under management, with a team of 50 advisors and a history of over 20 years in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion | 50 | Over 20 years |
Financial Services Offered
OLD SECURITY GROUP offers a comprehensive range of financial services to help clients achieve their financial goals. From investment management and financial planning to retirement planning and estate planning, OLD SECURITY GROUP has the expertise to guide clients through all stages of their financial journey.
Client Types
OLD SECURITY GROUP serves a diverse client base, including high-net-worth individuals, families, and institutions. Their team of advisors understands that every client has unique financial goals and objectives, and they work closely with each client to provide tailored solutions that best meet their needs.
Fees & Compensation
At OLD SECURITY GROUP, transparent and fair fees are prioritized. The firm charges a percentage of AUM for their investment management services and an annual retainer for their financial planning services. Advisory fees are based on the complexity of the client’s financial situation and are fully disclosed before any engagement.
Background
OLD SECURITY GROUP was founded by a team of experienced financial advisors who recognized the need for personalized and independent financial advice. Over the years, the firm has built a solid reputation for providing unbiased and objective financial guidance to clients, earning their trust and loyalty.
Financial Advisor Disclosures to Know
As a registered investment advisor, OLD SECURITY GROUP is held to the fiduciary standard, which means they are legally obligated to act in the best interest of their clients. The firm also has a clean regulatory record and no disciplinary actions or conflicts of interest to disclose.