ACE Management

Overview

ACE Management is an independent, Michigan-registered limited liability company that advises individuals, families and some institutional clients. The firm is owner-operated and offers fee arrangements that include a percentage of assets under management, hourly billing and fixed fees. Advisory services are focused on financial planning and portfolio management for individuals and small businesses. Beyond investment advice, the firm’s service mix includes insurance brokerage, legal services and other financial product distribution. ACE Management does not position itself as a capital allocator or pension consultant, and it does not describe itself as an ESG-focused manager. Its license footprint is single-state (Michigan) rather than a multi-state adviser model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices