TitanRex provides wealth management solutions through personal contact, discretionary investment management, and financial planning. TitanRex creates customized investment portfolios using low-cost mutual funds and exchange-traded funds (ETFs), and may also use individual stocks and bonds. Financial planning services cover investment, retirement, personal savings, education savings, and insurance needs. TitanRex may refer clients to other specialists.
Assets Under Management$400K
Clients6
Advisors1
Avg. per Client$66K
Avg. per Advisor$400K
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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