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Titanhub Capital Management LLC

Updated today

Client AUM

$60,000

Clients

14

Advisors

1

of 1 employees

About

Titanhub Capital Management LLC is a state-registered independent investment adviser that primarily serves individual clients while also working with small-business/corporate clients; the firm reports managing about $145,000 across 14 individual accounts and one institutional account. It provides portfolio management, retirement and college-savings planning, financial planning, market research and one-on-one or group counseling delivered in person or via video.

The firm tailors advice to each client’s financial strength, income sources, time horizon and risk tolerance and typically provides discretionary portfolio management. Its investment approach combines fundamental and technical analysis and uses a mix of strategic and tactical asset allocation, buy-and-hold and dollar-cost-averaging techniques, and options hedging and stop-loss orders for downside protection and income generation.

What distinguishes the firm from many peers is its explicit focus on business clients alongside retail households and its operation of educational workshops and seminars for small groups in addition to individual counseling. The firm also discloses outside business activities — including involvement with a proposed investment management vehicle and an immigration/consulting practice — which it notes may create overlapping client relationships and are managed through disclosure.

Client services

Financial planning Portfolio management Educational seminars or workshops Market reserach, business consulting

Expertise

College savings (529s, UTMA, etc.) General retirement planning Income planning Active portfolio management

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Fee options

Percentage

$0 - $10,000: Flat fee $500 per year $10,000 - $50,000: 5% of AUM per year $50,000 - $200,000: 4% of AUM per year $200,000 - $1,000,000: 2% of AUM per year $1,000,000+: 1% of AUM per year

Project-based

$200 per hour (varies by service, e.g., $200-$250/hour) with minimums for some services (e.g., minimum $100 for 30 minutes counselling)

Other

Minimum fee: $500 per year flat fee for AUM ≤ $10,000 Fee-only: Counselling, Investment Advisory, Retirement Planning, Market Research, Financial Planning: $200-$250 per hour; Educational Workshops: $75-$100 per session; Portfolio Management: tiered as above

Main office

3766 74th Street, 2nd Floor

Jackson Heights NY 11372

Advisors at this office

1

Most active in

New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
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