Aceeda Wealth Management offers wealth management services, including customized investment advice, asset allocation, and investment research. They manage investments in stocks, bonds, and other securities. Aceeda can buy and sell securities on your behalf without asking you first. They also provide retirement account management services. Aceeda may recommend accounting and bookkeeping services through a related company, The Muso Group, but clients are not required to use them.
Assets Under Management$5.7M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5.7M
Fee Structure
Investment management only (planning not offered)
Aceeda Wealth Management offers two fee options for managing your investments:
- Asset-Based Fee: You'll pay 2% of your portfolio value each year, billed quarterly at 0.50%.
- Performance-Based Fee: If you qualify (have at least $1.1 million under management or a net worth over $2.2 million), you can choose to pay 20% of the profits earned in your account each quarter.
Fees may be negotiable.
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