MC
CFA
MC
CFA

Michael John Chapman

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
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
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Location

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

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History

Regulatory History
Clean regulatory record

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.

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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.

Employment History
Current Registrations
Aviance Capital Partners LLC
September 2018 - Present · 7 yrs 5 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Michael John Chapman - Financial Advisor | TrueAdvisor