Position Wealth provides investment and wealth management services, managing client investment portfolios on a discretionary basis. They allocate client assets among mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, options, and independent managers. Position Wealth tailors its services to individual client needs, assessing risk tolerance, time horizon, and liquidity constraints. Clients can impose reasonable restrictions on their accounts.
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.