Positive Delta Asset Management (PDAM) offers investment advisory services to individuals and institutions through Separately Managed Accounts (SMAs). PDAM offers two portfolio strategies: a Global Multi-Asset ETF Managed Portfolio Strategy and a Customized Portfolio Management Strategy. Clients' assets are held in their own name through Charles Schwab & Co., Inc. PDAM aims to provide affordable and transparent investment advisory services.
Fee Structure
PDAM charges a percentage of the assets they manage, ranging from 0.68% to 2.0% annually, depending on the size of the account and whether it's an institutional or retail account. Alternatively, for qualified clients, PDAM can charge up to 20% of net new profits. PDAM also offers an hourly rate of $200 per hour.