How does the advisor help clients – Key Takeaways:
ACE WEALTH MANAGEMENT LLC is a leading financial advisory firm that provides expert guidance to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they offer a wide range of financial services and specialize in working with various types of clients.
Facts and Insights:
Founded in 2005, ACE WEALTH MANAGEMENT LLC has been in business for over 15 years, serving clients across the United States. They currently have over $1 billion in assets under management and a team of 50+ advisors, each with their own area of expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1 billion | 50+ |
Financial Services Offered:
ACE WEALTH MANAGEMENT LLC offers a comprehensive range of financial services to help clients achieve their financial goals. Some of their services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Education planning
- Insurance solutions
Client Types:
ACE WEALTH MANAGEMENT LLC works with a diverse group of clients, including:
- High-net-worth individuals
- Business owners
- Families
- Retirees
- Young professionals
Fees & Compensation:
ACE WEALTH MANAGEMENT LLC offers fee-only services, which means they do not earn commissions or receive any compensation from outside sources. Their fees are based on a percentage of assets under management, and they also offer hourly and fixed-rate options for certain services. This fee structure ensures that their advisors are always working in the best interest of their clients.
Background:
The team at ACE WEALTH MANAGEMENT LLC is led by a group of highly qualified and experienced advisors with various backgrounds in finance and investing. They have undergone extensive training and hold various certifications, ensuring that they are equipped with the knowledge and expertise to provide personalized solutions to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, ACE WEALTH MANAGEMENT LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. They have no conflicts of interest and fully disclose all fees and potential risks to their clients. Additionally, all of their advisors are required to uphold the highest ethical standards and comply with all regulations set by the SEC and FINRA.