AA
CFP
AA
CFP

Abe Askil

28 Years of Experience
Scottsdale, AZ

Abe Askil is a CFP-designated registered investment advisor at Titan Capital Management, based in Scottsdale, AZ, with 28 years of industry experience. Abe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 116 clients with $95M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
116 clients
Average Client Portfolio
$817K average
Assets Under Management
$94.8M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.75%

Fees are negotiable for amounts over $5 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

20715 N Pima Road, Suite 108, Scottsdale, AZ, 85255

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Titan Capital Management
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Titan Capital Management, LLC
November 2002 - June 2022 · 19 yrs 7 mos
Charles Schwab & CO., INC.
July 1997 - September 2002 · 5 yrs 2 mos
State Registrations2 states
AZTX
Advisor

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
No exam information available for this advisor.