ACE Wealth Management offers portfolio management services based on individual client goals and risk tolerance. They create an investment plan for each client and may request authority to make trades without asking first. ACE also provides financial planning as a complimentary service, covering areas like retirement, college, and debt planning. ACE's advice is limited to mutual funds, stocks, bonds, and other publicly traded securities.
Assets Under Management$14M
Clients21
Advisors1
Avg. per Client$660K
Avg. per Advisor$14M
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Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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