Danny Allizadeh is a ChFC-designated registered investment advisor at Position Wealth, based in The Woodlands, TX, with 26 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 217 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Position Wealth manages investments for an annual fee that ranges from 0.25% to 1.50% of the value of your portfolio. The exact percentage depends on the size and composition of your portfolio, the services you receive, and the advisor you work with. The fee is calculated monthly, in advance, based on the market value of your investments on the last day of the previous month.
Location
2001 Timberloch Place, Suite 500, The Woodlands, TX, 77380
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Regulatory 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
Danny is a board member and treasurer for the Rotary Club of Harris County Medical Center, a charity. He spends a few hours per week on maintaining records, sending invoices, and collecting funds.
Employment History
Current Registrations
Position Wealth
Previous Registrations
Truclarity Wealth Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Rmc Capital Markets Group, INCBroker
AXA Distributors, LLCBroker
Sun Life Financial Distributors, INC.Broker
Usallianz Investor Services, LLCBroker
John Hancock Distributors LLCBroker
AXA Distributors, LLCBroker
Signator Investors, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.