Aviance Capital Partners LLC
Assets Under Management
$971.0M
Number of Clients
364
Number of Advisors
6
Average Client AUM
$2.7M
AUM per Advisor
$161.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Aviance Capital Partners provides tailored investment advisory services on a discretionary or non-discretionary basis. They collaborate with clients to develop investment objectives and allocate assets accordingly. Services include investment management and ancillary financial planning, addressing cash flow, retirement, education, tax, and estate considerations.
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
Location
2180 Immokalee Road, #301, Naples, FL, 34110-1407