ACE Wealth Partners offers customized investment advice and financial planning to individuals, trusts, foundations, estates, charitable organizations, and retirement plans. ACE acts as a fiduciary, prioritizing client interests. They create investment strategies based on client goals, risk tolerance, and financial situations, using mutual funds, ETFs, and individual securities. ACE also offers financial planning services, including retirement planning, education savings, and charitable giving programs. For smaller accounts, ACE may use Betterment Institutional, a robo-advisor platform.
Assets Under Management$79M
Clients68
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$79M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.60% |
Fees may be negotiable. Discounted rates may be provided to long standing clients, family and friends.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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