Titan Financial Services provides investment management using model portfolios and individual strategies. They also offer financial planning services covering areas like retirement, taxes, insurance, and estate planning. Titan Financial Services also provides pension consulting services to individuals, trusts, estates, and charitable organizations.
Assets Under Management$72M
Clients473
Advisors1
Avg. per Client$150K
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$150K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $3.5M | 0.80% |
| $3.5M+ | 0.80% |
Fees are negotiable for accounts over $3,500,000. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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