Advisor at ACE Wealth Management 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.
Firm
ACE Wealth Management LLC
Location
Ft Myers, FL
Credentials
Series 63, Series 65
Industry experience
8 years
Stacy Acevedo is a financial advisor at ACE Wealth Management LLC in Ft Myers, FL, with eight years of industry experience. She holds Series 63 and Series 65 credentials and has worked at ACE Wealth Management since 2016. In addition to her advisory role, she manages and presents educational webinars through NGYEN CORP. ACE Wealth Management LLC provides discretionary portfolio management services primarily to individual and high-net-worth clients. The firm employs a multi-faceted investment approach emphasizing equities and covered call strategies, incorporating derivatives and related tactics 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
California · Florida · Texas
ACE Wealth Management Inc.
2016 - Present (10 years)
Incometrader
1998 - Present (28 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
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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.
Series 63, Series 66
Ft. Myers, FL
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