Aviance Capital Partners manages investment portfolios and provides personalized financial planning for individuals, high-net-worth clients, trusts, estates, and businesses. The firm builds customized investment portfolios using various strategies such as equity growth and value, global exchange-traded funds, fixed income, and dividend-paying stocks. Alongside portfolio management, Aviance Capital Partners offers ancillary financial planning services covering retirement needs, cash flow, tax efficiency, estate planning, and risk management at no additional cost. Clients can hire Aviance Capital Partners on a discretionary basis, where the firm makes trades without prior approval, or a non-discretionary basis, where clients approve each trade. The firm also offers standalone financial planning and consulting services for a separate fee. Aviance Capital Partners prefers to work with clients who have at least $500,000 in investable assets.
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% |
Fees are negotiable based on factors such as account size, portfolio composition, and servicing needs.