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Titan Invest

in Investment Advisors from Titan Global Capital Management

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Titan Invest

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in Investment Advisors from Titan Global Capital Management

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Highlights
Minimum Initial Investment $100
Management Fee 1%

Titan Invest Review

Titan invest was founded in 2018 and is based in New York, NY. It is a Registered Investment Adviser or RIA. RIAs have a fiduciary duty to work in your best interest. Titan invest is not tied to a particular company or product and can therefore offer unbiased investment advice.

Titan invest Pros & Cons
The Good The Bad
  • Trades in low-cost ETFs.
  • Access to human advisors.
  • Advanced indexing.
  • Direct indexing.
  • Wide selection of investment options.
  • Broad selection of account types.
  • Competitive investment expense ratios.
  • Tax-loss harvesting not available.
Titan invest FAQ

What fees does Titan invest charge?

Titan invest uses a fee-only model.

This means Titan invest gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an asset allocation and get paid a flat-fee or a percentage of the assets under administration. That requires that they act in their client’s financial best interest at all times.

Titan Invest Fees
Description
Monthly Fee $0 - $5
Commission Based?
Fee Based?
Management Fee 1%

What management fees does Titan invest charge?

Titan invest charges an annual management fee that starts at 1% and ranges up to 1%.

Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of Titan invest?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.

Titan invest does not charge fees based on an investment expense ratio.

What features does Titan invest offer?

Access to human advisors: Robo-advisors are great at keeping costs down and helping investors with modest balances make good investment choices. However, it is also nice to have access to human financial advisors when you need them.

Automatic rebalancing: Having a good balance of investments is important. But a well-balanced portfolio is not something you can set up and forget. Markets are constantly changing and can easily throw your portfolio out of balance. Titan invest allows you to rebalance your investments back to your target asset allocation at set intervals.

Full-service brokerage: Titan invest provides access to a wide selection of financial advice and products, such as facilitating trades, managing portfolios, and wealth management services.

Titan invest is registered with the Securities and Exchange Commission, or SEC. Registered investment advisors are required to provide detailed information on the financial and legal status of the company and its staff. This allows investors to examine closely any conflicts of interest and look into the background of the company and its advisory team.

Titan invest is a state-registered investment advisor: Smaller advisors usually register with state securities authorities instead of becoming a Securities and Exchange Commission registered advisor. Most states require RIAs to shave a net worth of at least $35K, if they have custody of client funds. RIAs that don't meet the minimum net worth requirement must post a surety bond.

Titan invest offers the option of direct indexing. Direct indexing allows investors to buy individual stocks in all the companies included in an index without having to pay a trading fee for each one. Among other things, this allows investors to take advantage of tax-loss harvesting tools at a scale that is not possible with traditional index funds.

Titan invest gives investors access to advanced indexing. This is an investment feature that uses multiple factors to determine the weighting of stocks in your portfolio when using indexed funds. While traditional indexed funds only consider market capitalization, advanced indexing also takes into account other factors, such as dividend yield and volatility.

What type of investment accounts and asset classes does Titan invest support?

Titan Global Capital Management offers the following types of assets and account types.

Accounts Supported
Supported Options Unsupported Options
  • Individual Non-Retirement Accounts
  • Joint Non-Retirement Accounts
  • Roth IRA
  • Traditional IRA
  • Rollover IRA
  • SEP IRA
  • Employer Sponsored Plans
  • Trusts
  • 529 College Savings Plans
  • Custodial Accounts

These are the investment options Titan Global Capital Management offers its clients.

Investment Choices
Supported Options Unsupported Options
  • Stocks
  • Options
  • Mutual Funds
  • FOREX
  • Futures
  • Bonds
  • International Stocks
  • Cryptocurrencies
  • ETFs
  • Pink Sheets / OTCBB
  • Real Estate
  • Startups
  • Marketplace Loans

What is the minimum amount you have to invest to open an account with Titan invest?

The minimum amount to open an account with Titan invest is 100.
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Editorial Disclaimer: Editorial and user-generated content on this page is not provided or commissioned by the issuer. Opinions expressed here are the author’s alone and have not been approved or otherwise endorsed by any financial institution, including those that are advertising partners.

Contact

Hours of Operation

  • Sunday Closed
  • Monday 9:00am - 5:00pm
  • Tuesday 9:00am - 5:00pm
  • Wednesday 9:00am - 5:00pm
  • Thursday 9:00am - 5:00pm
  • Friday 9:00am - 5:00pm
  • Saturday Closed

About Titan Invest

Feature Breakdown

Monthly Fee $0 - $5
Fee Based
Management Fee 1%
Minimum Initial Investment $100
Accounts Supported
  • Individual Non-Retirement Accounts
  • Joint Non-Retirement Accounts
  • Roth IRA
  • Traditional IRA
  • Rollover IRA
  • SEP IRA
  • Employer Sponsored Plans
Investment Choices
  • Stocks
  • Options
  • Mutual Funds
  • FOREX
  • Futures
  • Bonds
  • International Stocks
  • Cryptocurrencies
  • ETFs
Investment Features
  • Direct Indexing
  • Advanced Indexing
  • Automatic Rebalancing
  • Full-service Brokerage
  • SEC Registered
  • State Registered
  • Registered Investment Advisor
  • Access to human advisors

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