Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TAM charges a maximum advisory fee of up to 2% for the management of your Program account. This fee covers portfolio construction, asset allocation, ongoing review, and certain brokerage-related services. The trading cost component is estimated to range from $100 to $500 per account per year. Clients utilizing TAM model strategies and/or third-party money managers will be charged additional fees. The wrap fee does not include private alternative investment fees and expenses, annual account fees or other administrative fees.
Areas of Practice
Advisor Information
Office location
Easley, SC
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Katie is involved in broker-dealer operations through Titleist Capital, LLC, and investment advisory operations through Titleist Asset Management, LLC, both since February 2025. Both activities are investment-related.