Kevin Mcnab
Advisor at ACE Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at ACE Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Westminster, CO 80031
Credentials
CFP®, ChFC®, Series 63
Industry experience
15 years
Kevin Mcnab is a CFP® and ChFC® with 15 years of industry experience. He has been with ACE Wealth Partners, LLC since 2010, where he serves as the sole advisor. In addition to his advisory role, he works as an independent insurance agent on a limited basis. ACE Wealth Partners provides investment advisory and planning services to individuals, trusts, foundations, charitable organizations, pensions, and retirement plans. The firm follows a long-term investment approach based on fundamental analysis and offers a range of portfolio management and financial planning services, including the use of leveraged and inverse ETFs and occasional commodity exposure.
Based on ACE Wealth Partners, LLC
Financial planning fixed fees range from $1,500 to $2,500
$0 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.75% $2,500,001+: 0.60%
$200/hour for financial planning services
Ongoing financial planning monthly fee ranging from $30 to $70
Fee-only: Financial planning hourly rate $200/hour; fixed fees range $1,500 to $2,500; ongoing monthly financial planning fees $30 to $70
9191 Sheridan Blvd, #223
Westminster, CO 80031
Colorado · Texas
ACE Wealth Partners, LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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