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Position Wealth
The Woodlands, Texas
5.0
1 Review
Position Wealth is a reputable investment advisory firm headquartered in The Woodlands, TX, with two offices catering to a diverse clientele. With a team of two dedicated professionals, they specialize in providing comprehensive investment advisory services. Each advisor handles an average of $65,580,000 in assets under management, aligning with industry standards. Position Wealth's compensation structure encompasses various approaches, including a percentage of assets under management.
While their portfolio predominantly consists of discretionary assets, less than 30% is allocated to 401K and individual accounts. However, they p...see more
Assets Under Mgmt
$131.16M
Investment Professionals
2
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Reviews for Position Wealth
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