ACE Wealth Management provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. ACE creates an investment plan for each client and may use model allocations. ACE generally invests in fixed income, real estate funds, equities, ETFs, treasury inflation protected bonds and commodities, primarily recommending equity and covered calls. Clients may impose restrictions on investments based on their values or beliefs.
Assets Under Management$14M
Clients48
Advisors2
Avg. per Client$300K
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients may pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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