Titleist Asset Management (TAM) offers investment management and financial planning services. TAM helps clients determine their investment objectives and creates customized investment strategies. TAM offers several allocation strategies, including income, conservative, balanced, growth, and capital appreciation portfolios. TAM also provides financial planning and consulting services, including comprehensive financial planning, annual reviews, and hourly consultations.
Assets Under Management$2.4B
Clients1,652
Advisors40
Avg. per Client$1.5M
Avg. per Advisor$61M
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 may be negotiable. If Shorebird’s model portfolios are utilized, there is an additional 0.15% model manager fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
40 Advisors at this firm
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