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ACE Management

Updated today

Total assets under management

$13,500,000

Total clients

91

11% high-net worth

Total advisors

3

of 3 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

30

Average account size

$148,352

About

Ace Management serves individual and high‑net‑worth clients as well as small business owners, providing ongoing investment advisory and portfolio management services. Financial planning is offered as an ancillary, uncompensated component, and the firm reports managing roughly $13.5 million across about 105 accounts representing approximately 67 households with a three‑advisor team.

The firm manages client accounts on a non‑discretionary basis, requiring client approval for trades, and emphasizes income‑oriented portfolios with a secondary objective of price appreciation using fundamental analysis and multi‑year holding periods. Its investable universe includes equities, a range of fixed‑income instruments, hybrids and derivatives (notably options and convertible bonds), which the brochure identifies as part of its account holdings.

Compared with many peers, Ace Management’s complete reliance on non‑discretionary authority and its documented use of derivatives in client accounts are notable operational features. Advisors also maintain independent insurance licenses and provide limited tax‑return preparation and third‑party consulting services, activities the firm discloses as potential outside business interests.

Client services

Financial planning Portfolio management

Expertise

Income planning Active portfolio management

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $499,999.99: 1.00% $500,000 - $999,999.99: 0.90% $1,000,000 - $2,999,999.99: 0.80% $3,000,000+: 0.70%

Project-based

Main office location

ACE Management

1760 Abbey Rd, 200

East Lansing MI 48823, United States

Number of offices

3

Most active in

Michigan

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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