Ace Management provides ongoing portfolio management services based on client goals, objectives, time horizon, and risk tolerance. Ace Management develops a financial and investment program that takes into account the client’s current situation and constructs a general plan to guide the development of a portfolio that matches each client’s specific situation. Financial planning is an uncompensated component of Ace Management's core business.
Assets Under Management$14M
Clients94
Advisors3
Avg. per Client$140K
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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