For financial advisors
Your book. Your clients. Our paperwork.
ACE Management is looking for one or two experienced advisors in mid-Michigan who want to keep doing the work they're good at and stop doing the rest of it.
The reasons advisors usually call us.
My firm keeps raising the number I have to hit.
I spend more time on compliance than on clients.
I want to own my book, not rent it.
I'm five years out and there's no succession plan.
I'd rather not move my family to a bigger city.
We are small on purpose. That is the whole offer.
A large firm gives you a brand and a quota. A solo shingle gives you freedom and a mountain of administration. ACE is the middle: a Lansing-owned practice with real infrastructure behind it, small enough that you'll know everyone's name and nobody will tell you what to recommend.
If you've built relationships across mid-Michigan and want to keep them for the rest of your career, there's a seat here worth talking about.
What we handle so you don't
The pitch isn't a bigger payout. It's getting your week back.
Compliance and supervision
Filings, reviews, archiving and the annual audit. You'll still do your part, but it won't be your second job.
Investment research
Jeff runs the models and the due diligence as CFA charterholder. Use them wholesale, or use them as a second opinion on your own work.
Tax preparation in house
Our tax practice is on the same floor. Your clients get one answer instead of three, and you get a reason they never leave.
Client servicing
Account opening, transfers, RMD tracking, statements and the phone calls that eat an afternoon.
Technology
Planning software, CRM, portfolio reporting, secure document exchange, e-signature. Paid for and already running.
A succession path
Whether you want to buy in over time or sell your book to the firm and wind down, we'll put the terms in writing early.
Who this is for
We'd rather be direct about it than waste anyone's afternoon.
A good fit
- Three or more years advising clients directly
- Series 65 or 66, or a CFP, CFA or CPA that qualifies in its place
- A clean regulatory record — we check, and so will your clients
- Either a book you'd bring, or a genuine plan for building one here
- You explain things in plain English because you want to, not because a compliance manual said so
- You live in, or want to live in, mid-Michigan
Probably not a fit
- You want a salary with no client responsibility
- Insurance sales is the main thing you do
- You're looking for a firm that will generate leads for you from day one
- You want to run a strategy nobody at the firm can explain to a client
- You're planning to work entirely remotely from out of state
Compensation is structured individually depending on whether you bring a book, and is discussed openly at the second conversation. We don't post a grid because the honest answer depends on what you're bringing and what you want to hand over.
How this goes
Discreet, and slower than a normal hiring process on purpose. Most conversations take a few months, and plenty end as friendly nos.
A coffee, off the record
No résumé, no forms. Jeff buys, and nothing leaves the table. If it goes nowhere, nobody knows you called.
The real numbers
You see our economics, we look at your book and your obligations. Compensation, ownership and succession all on the table.
Diligence both ways
We check your record. You talk to our clients and our custodian. Bring your attorney — you'll want one for the transition anyway.
A transition plan
Written, dated, and built around your notice period and your clients' paperwork. Nobody announces anything until it's ready.
Start a confidential conversation
This goes to Jeff directly. Not to a recruiter, not to an inbox anyone else reads.
- Direct line(517) 275-1000
- Emailjh@acefinancialadvisors.com
- Office1760 Abbey Rd, Suite 200
East Lansing, MI 48823 - Client siteSee what we tell clients