Dustin Beck is a registered investment advisor at Titanium Wealth Management LLC, based in Cumming, GA. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Schedule reflects the SIM approach. SAM approach has a max rate of 1.25% and tiers up to $6M+. Fees are negotiable above highest breakpoint.
Fee Estimator
Location
Cumming, GA
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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 →Employment History
Current Registrations
Titanium Wealth Management LLC
Previous Registrations
Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLCBroker
Equitable Advisors, LLCBroker
State Registrations1 state
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
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