Thomas Kluttz is a CFP, ChFC-designated registered investment advisor at Aviance Capital Partners LLC, based in Naples, FL. Thomas 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
2180 Immokalee Road, #301, Naples, FL, 34110-1407
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Aviance Capital Partners LLC
State Registrations1 state
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