Allison Copsey is a registered investment advisor at Titan, based in New York, NY, with 1 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61,435 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Titan may from time to time, in its sole discretion, offer lower fees through promotions, referrals and other discounts to and/or negotiate separate fee and billing arrangements with some Clients that differ from the Wrap Program Fee.
Fee Estimator
Location
508 Laguardia Place, New York, NY, 10012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Allison works as an Investor Relations Associate for Titan Global Technologies LLC (broker-dealer, a few hours per week) and Titan Global Capital Management USA LLC (investment advisor, nearly full-time) since January 2025. She also holds the same position at Titan Global Capital Management, Inc. (parent company), but dedicates no time to it.
Employment History
Current Registrations
Titan
Titan Global Technologies LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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