Titania Investments LLC provides ongoing portfolio and wealth management services tailored to each client's goals, risk tolerance, and time horizon. Services include asset allocation, investment policy statement creation, risk tolerance assessment, asset selection, milestone planning, and philanthropic giving strategies. Titania Investments LLC also offers financial planning covering investment planning, insurance, tax, retirement, college, and debt/credit planning.
Assets Under Management$1.2M
Clients1
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$1.2M
www.titaniainvestments.com ·www.linkedin.com/company/tillc ·www.linkedin.com/in/karthik-radhakrishnan-1a2342
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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