AC
AC

Alexander I Crevi

19 Years of Experience
1 Disclosure
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 (1)
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Regulatory
March 2022
Final
Employment History
Current Registrations
Aviance Capital Partners LLC
March 2024 - Present · 1 yr 11 mos
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
Exams
No exam information available for this advisor.