Titanium Advisors offers financial planning and investment management services. Financial planning covers areas like cash flow, risk management, education funding, retirement, tax, and estate planning. Investment management follows guidelines reflecting your goals, risk tolerance, and any restrictions you set. Titanium Advisors uses a passive investment strategy with mutual funds and ETFs.
Assets Under Management$170M
Clients48
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$170M
Fee Structure
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.59% |
Also charges 0.40% annually for accounts held away that Titanium Advisors monitors. Also charges 0.25% annually for Section 529 Plan accounts. The minimum aggregate quarterly fee is $2,500 for new clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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