Titan Wealth Advisory works with a third-party manager, Gradient Investments, to manage client investments. Titan Wealth Advisory helps clients choose suitable investment models based on their goals and risk tolerance. Financial planning services are available to investment management clients at no additional cost, covering topics like retirement, cash flow, and estate planning.
Fee Structure
Titan Wealth Advisory uses Gradient Investments as a third-party manager. The total annual fee is 1.70% of your portfolio for Strategic, Tactical, and Allocation & Defined Outcome Portfolios. For Private Wealth Portfolios, the annual fee is 1.50%. For Preservation Portfolios, the annual fee is 1.00%. These fees are negotiable. In addition, there is a $15 quarterly service fee.