Steven Clisch is a CFP-designated registered investment advisor at Ace Management, based in DeWitt, MI, with 16 years of industry experience. Steven 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
DeWitt, 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
Steven is a financial planner at Greenstone Financial Planning, LLC and Clisch Financial Planning, LLC, starting in August 2024. At Clisch Financial Planning, LLC, he also works as an insurance agent, providing life insurance, dedicating a few hours per week to each role.
Employment History
Current Registrations
Ace Management
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.