Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Investment advisory fee is negotiable at Aviance’s discretion.
Fee Estimator
Aviance's annual investment advisory fee is based on a percentage of assets under management. For the first $3,000,000, the fee is 1.00%. For additional assets between $3,000,001 and $10,000,000, the fee is 0.85%. For amounts exceeding $10,000,000, the fee is 0.75%. These fees are negotiable. Stand-alone financial planning and consulting fees range from $1,500 to $10,000, depending on complexity. Aviance generally prefers to work with clients who have at least $500,000 in assets designated for management.
Areas of Practice
Advisor Information
Office location
2180 Immokalee Road, #301, Naples, FL, 34110-1407
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is the Managing Director of Kinderburk, LLC, a property management and business administration firm, since 2012. He dedicates about 10-20% of his time to this role, with a few hours per week occurring during security trading hours.