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
Aviance Capital Partners offers discretionary and non-discretionary investment advisory services tailored to client needs. They allocate assets based on investment objectives and strategies, including Disciplined Growth, Disciplined Value, Global, Dividend Plus, Enhanced Income, Core Plus Fixed Income, and Traditional Bond Portfolios. Financial planning is ancillary to investment management. Stand-alone financial planning is also available for a fee.
| 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.
2180 Immokalee Road, #301, Naples, FL, 34110-1407