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Ethan Claycomb

3 Years of Experience
Indianapolis, IN

Ethan Claycomb is a registered investment advisor at Titan Investment Management LLC, based in Indianapolis, IN, with 3 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 269 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
269 clients
Average Client Portfolio
$461K average
Assets Under Management
$123.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.50%
$2.5M - $10.0M1.00%
$10M+0.50%

Fees are generally negotiable. For self-directed brokerage accounts, the fee will not exceed 1.5% and is also negotiable.

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

8606 Allisonville Rd., Suite #260, Indianapolis, IN, 46250

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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 Investment Management LLC
July 2022 - Present · 3 yrs 10 mos
State Registrations1 state
IN
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.
Ethan Claycomb - Financial Advisor | TrueAdvisor