Srdjan Blum
Srdjan Blum is a CFP-designated registered investment advisor at Titleist Asset Management, LLC, based in San Antonio, TX, with 22 years of industry experience. Srdjan 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
Srdjan is a registered representative with Titleist Capital, LLC since 2017 and an investment adviser representative with Titleist Asset Management, LLC since 2023. He operates under the name Blum and White Wealth Management, LLC.
Employment History
Current Registrations
Titleist Asset Management, LLC
Titleist Capital, LLCBroker
Previous Registrations
Titleist Capital, LLC
Investment Professionals, INC.Broker
Investment Professionals, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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.