Joe-Ben O'banion is a registered investment advisor at Titleist Asset Management, LLC, based in San Antonio, TX, with 26 years of industry experience. Joe-Ben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,652 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees may be negotiable. If Shorebird’s model portfolios are utilized, there is an additional 0.15% model manager fee.
Fee Estimator
Location
777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Joe-Ben is a managing partner at Titleist Asset Management, LTD (RIA) and Titleist Capital, LLC (broker-dealer) since 2003. He is also a managing partner at Titleist Asset Management, LLC (RIA) since 2023.
Employment History
Current Registrations
Titleist Asset Management, LLC
Titleist Capital, LLCBroker
Previous Registrations
Summitalliance Securities, L.L.C.Broker
Financial Counseling CorporationBroker
Titleist Capital, LLC
Cybertrader, INC.Broker
Frost Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations5 states
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