Titan Wealth is a modern wealth management firm based in New York, offering AI-powered portfolio management, personalized financial advisory, and comprehensive wealth management solutions covering tax, retirement, and equity planning.
The minimum investment is $500, with a transparent annual advisory fee model, typically ranging from 0.7% to 1%, with some services starting at $25 per month.
Primarily serves high-income professionals, tech company employees, business owners, heirs, and overseas expatriates who require complex financial planning and specialized asset management.
A hedge-fund-like approach that builds a concentrated portfolio of 15-25 high-quality stocks, offering exclusive private credit opportunities, and regular portfolio rebalancing.
As an SEC-registered investment adviser, Titan Wealth operates with fiduciary duty; client assets are held by independent third-party custodians to ensure safety and compliance.
Mainly taxable investment accounts and IRA retirement accounts, with clients directly holding the individual securities in their portfolios; account types are focused to meet core wealth management needs.
AInvest AI is an AI-powered intelligent investment analysis platform that integrates real-time market data, AI analytics, and investment tools to help investors streamline research on stocks, ETFs, and options, enabling data-driven investment decisions.
PortfolioPilot AI is an intelligent financial advisor platform developed by a registered investment advisor. By integrating multiple asset classes and offering quantitative analytics tools, it helps self-directed investors manage their portfolios, assess risk, and optimize taxes—streamlining investment decision-making.
