Titan Capital Management offers investment management services using quantitative models to navigate global financial markets. They manage four tactical strategies across the risk spectrum. Titan also provides financial planning services upon request, focusing on investment and retirement planning, but also covering education, estate, insurance, and tax planning. These planning reviews are not offered as a standalone service.
Assets Under Management$95M
Clients116
Advisors2
Avg. per Client$820K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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