Titan Investment Management offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. Titan creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to select a suitable portfolio. Titan generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation-protected bonds, commodities, non-U.S. securities, venture capital funds, and private placements, although Titan primarily recommends equities.
Assets Under Management$120M
Clients269
Advisors4
Avg. per Client$460K
Avg. per Advisor$31M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $10.0M | 1.00% |
| $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
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Estimated Annual Fee
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