Titletown Wealth Management is a registered investment advisor based in Green Bay, Wisconsin, that offers personalized investment advisory and financial planning services to individuals and high-net-worth clients. Founded in April 2020, Titletown Wealth Management tailors its investment strategies to meet each client's specific goals, time horizon, and risk tolerance through asset allocation, dollar-cost averaging, technical analysis, and long- or short-term purchases. Clients can set specific restrictions on their portfolios in writing. In addition to managing investment portfolios on a discretionary or non-discretionary basis, Titletown Wealth Management offers financial planning consulting covering risk assessment, investment planning, estate planning, and financial organization. The firm does not charge performance-based fees and executes securities trades through independent broker-dealers and custodians such as Charles Schwab and LPL Financial.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable and may be lower in individual cases.