ACE Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
Expertise
Occupation focus
Fee options
$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%
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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