ACE MANAGEMENT

Overview

ACE Management is a small, independent RIA organized as an LLC that serves individual and family clients as well as small institutions. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services, and it charges a mix of percentage-of-AUM, hourly, and fixed fees. ACE Management operates primarily in a non-discretionary advisory capacity — all reported assets are non-discretionary — which means the firm typically provides advice and implements client-directed trades rather than acting as a discretionary portfolio manager. From an investment standpoint the firm shows a clear tilt toward equities, with exchange-traded equities representing the single largest asset class on the books. ACE Management does not position itself as an ESG investor and does not act as a capital allocator; instead it relies on third-party managers for any alternative exposure. The client base and asset profile point to a focus on practical planning and customized, client-driven portfolio construction rather than large-scale institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices