Aces Advisors offers portfolio management tailored to individual client goals and risk tolerance. They also provide financial planning covering investments, insurance, taxes, retirement, college, and debt. Investment advice is generally limited to mutual funds, fixed income, equities, ETFs, and treasury inflation-protected bonds. Aces Advisors also offers a service for accounts not directly held in their custody, such as 401(k)s and HSAs.
Assets Under Management$1.3M
Clients19
Advisors1
Avg. per Client$66K
Avg. per Advisor$1.3M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 2.40% |
| $300K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.60% |
Fees are negotiable. There is a minimum account fee of $5,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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