Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
364 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$971.0M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $10.0M0.85%
$10M+0.75%

Investment advisory fee is negotiable at Aviance’s discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$1,500 - $10,000

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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

2180 Immokalee Road, #301, Naples, FL, 34110-1407

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Regulatory History (1)
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Regulatory
March 2022
Final
Employment History
Current Registrations
Aviance Capital Partners LLC
March 2024 - Present · 1 yr 10 mos
Previous Registrations
Corient
June 2023 - March 2024 · 9 mos
Segall Bryant & Hamill
July 2021 - December 2023 · 2 yrs 5 mos
Rothschild Investment Corporation
September 2006 - July 2021 · 14 yrs 10 mos
Rothschild Investment Corporation Broker
September 2006 - July 2021 · 14 yrs 10 mos
Morgan Stanley
November 2005 - July 2006 · 8 mos
Morgan Stanley Dw INC.Broker
October 2005 - July 2006 · 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Alexander I Crevi - Financial Advisor | AdvisorDiscover