Advisor at ACE Wealth Management LLC
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Firm
ACE Wealth Management LLC
Location
Ft Myers, FL
Credentials
Series 65
Industry experience
2 years
Christine Shen is a financial advisor at ACE Wealth Management LLC in Fort Myers, FL, holding a Series 65 designation with two years of industry experience. She has been with ACE Wealth Management since 2023 and has been self-employed since 2012. ACE Wealth Management LLC provides discretionary portfolio management services primarily to individual and high-net-worth clients. The firm utilizes a range of analytical approaches to construct tailored portfolios, focusing on equities and covered call strategies, and incorporates derivatives and related strategies within separately managed accounts.
Based on ACE Wealth Management LLC
Up to 2.00% annually
20.00% performance fee on capital appreciation with a 2.00% annual base fee, subject to high water mark
Fee-only: Annual advisory fee up to 2.00% of assets under management
Ft Myers, FL
Florida
Ace Wealth Management, llc
2023 - Present (3 years)
Self-Employed
2012 - Present (14 years)
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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