Titan Financial Services offers continuous and non-continuous investment management, model portfolio management, pension consulting, and financial planning services. Titan Financial Services builds personalized investment policies based on client goals, time horizons, risk tolerance, and liquidity needs. Portfolios can be managed on a discretionary or non-discretionary basis. In addition to investment management, Titan Financial Services provides comprehensive financial planning covering budgeting, tax and cash flow, investments, insurance, retirement, and estate planning, as well as hourly consulting on specific topics.
Assets Under Management$72M
Clients473
Advisors1
Avg. per Client$150K
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $3.5M | 0.80% |
| $3.5M+ | 0.80% |
Fees for accounts over $3,500,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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