Client engagements begin with a free, 30 minute “get acquainted” meeting. We then prepare a fixed price proposal to prepare a comprehensive financial plan which assesses your current financial situation and provides specific recommendations necessary in order to achieve your future goals and objectives.
While each situation is different, the average cost for the financial plan usually falls between $3,000 and $5,000. At the firm’s discretion, a portion of the financial planning fee may be credited against future investment management fees.
Going forward, if clients engage Titanium Advisors to implement their financial plan and manage their investments, our annual fee will be equal to 0.59% of the assets under management. As part of this service, clients receive ongoing financial planning advice throughout the year at no additional cost. While we have no minimum account size for our investment management services, there is a minimum fee of $1,500 per quarter for new clients.
We are certain that you will find the improvement in your financial condition and the peace of mind provided will be worth many times the fee incurred.