Titleist Asset Management provides personalized investment management, retirement plan consulting, financial planning, and tax services. The firm builds customized investment portfolios using a range of allocation strategies, including global equity models and short-term U.S. Treasury ladders. Titleist Asset Management works with individuals, high net worth families, trusts, estates, and corporate retirement plans. Clients can access services through traditional advisory accounts or proprietary wrap fee programs where trading costs are bundled into the management fee. The firm also offers tax preparation and accounting through an affiliate company, and can assist with insurance and securities-based lending solutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable at the firm's discretion based on total assets under management, except for a mandatory 0.15% model manager fee if Shorebird Capital models are used.