Alexander Crevi is a registered investment advisor at Aviance Capital Partners LLC, based in Naples, FL, with 20 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 364 clients with $970M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
364 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$971.0M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
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
Get directionsHistory
Regulatory History (1)
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Regulatory
March 2022Final
Employment History
Current Registrations
Aviance Capital Partners LLC
March 2024 - Present · 2 yrs 1 mo
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 CorporationBroker
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.