Michael Green is a registered investment advisor at Ace Management, based in Lansing, MI, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 94 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
Lansing, MI
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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 ActivitiesSells Insurance
Michael is an insurance agent with Farm Bureau, primarily making referrals for residential and commercial property casualty business, annuities, and life insurance, dedicating minimal time. He is also an attorney at law, but is not currently affiliated with a law firm.
Employment History
Current Registrations
Ace Management
Previous Registrations
Blue Water Asset Management
State Registrations1 state
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.