Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: It depends which strategy you pick: the Program runs from $500 to $20,000, depending on the specific strategy or model portfolio. At the $500 low end, Titan’s own fee schedule works out to $2 a year; strategies at the high end require substantially more.
The minimum, in the firm’s own words
“To create an account, Titan requires a client to invest an initial minimum of $500 for individual taxable accounts, joint accounts, and IRAs, while Direct Indexing accounts require an initial minimum of $20,000. If funds are withdrawn and the account is reduced below this amount, Titan reserves the right to close the Client’s account.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| the Program (lowest-minimum strategy) | $500 | $2 | No stated waiver |
| the Program (highest-minimum strategy) | $20,000 | Varies by strategy | No stated waiver |
| Source: Titan Global Capital Management USA LLC Form ADV Part 2A / Wrap Fee Brochure, June 12, 2026 | |||
Titan’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $1,000 |
| $500,000 | $2,000 |
| $1,000,000 | $4,000 |
| $2,000,000 | $8,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Titan’s own published fee schedule runs $2,000 a year; see the full dollar breakdown from Titan’s own fee disclosure across several account sizes. Read our full review of Titan before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave Titan, or read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Titan Global Capital Management USA LLC Form ADV Part 2A / Wrap Fee Brochure (June 12, 2026): https://cdn.titanvest.com/disclosures/TitanInvest_FormADV_Part2A_Wrap_Brochure.pdf
- SEC Investment Adviser Public Disclosure, Titan Global Capital Management USA LLC (CRD #290111): https://adviserinfo.sec.gov/firm/summary/290111
- Titan Global Capital Management USA LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/290111/PDF/290111.pdf
Methodology. This page was built September 28, 2026, quoting directly from Titan’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.