Titanium Wealth Management is a registered investment advisor based in Atlanta, Georgia. The firm offers three primary investment management strategies tailored to different asset types and risk levels, ranging from mutual fund and exchange-traded fund portfolios to individual stock and bond portfolios with option strategies. In addition to managing investments, Titanium Wealth Management creates comprehensive financial plans covering cash flow, net worth projections, retirement income distribution, tax planning, college savings, and estate planning. The firm also offers segmented financial consulting on topics like alternative investments and real estate. Educational workshops are provided free of charge. Titanium Wealth Management uses third-party platforms such as GeoWealth for sub-advisory services and recommends Charles Schwab as the primary custodian for client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Schedule reflects the SIM approach. SAM approach has a max rate of 1.25% and tiers up to $6M+. Fees are negotiable above highest breakpoint.