James B. Titus
Titus Financial, Inc.
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: President
Offering advice since: 1985
Areas of expertise:
- Charitable and Planned Giving
- Educational Planning
- Life Planning
- Portfolio Management
- Retirement Planning
Further information about James B. Titus:
Titus Financial Inc. is a fee-only financial life planning and portfolio management firm. Our objective is to help clients identify and prioritize their goals, then craft a financial plan to meet those goals with the highest probability of success and the lowest possible risk.
James Titus is on the Board of Directors of The Raphael House of Portland, the Board of The University Club of Portland, and the Board of the Financial Planning Association of Oregon and SW Washington.
Compensation and Fee Structures:
1.25% of assets under management declining to 0.50% for investment management.
$150 per hour for planning. All fees are negotiable.
Licenses, Certifications & Affiliations:
Certified Financial Planner certificant
Series 63, 65, 7
Education:
Not specified
Will provide references upon request?
No
Contact Information for James B. Titus
Phone: (503) 980-3337
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Fax: (503) 639-1051
Address for James B. Titus:
Five Centerpointe Dr.
Suite 400
Lake Oswego, OR, 97035
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