FA
CFA · CFP
FA
CFA · CFP

Francisco Antonio Aguilera

13 Years of Experience
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

Longwood, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Aviance Capital Partners LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - April 2024 · 5 yrs 9 mos
Strategic Advisers LLC
February 2015 - July 2018 · 3 yrs 5 mos
Strategic Advisers, INC.
November 2013 - February 2015 · 1 yr 3 mos
Fidelity Brokerage Services LLCBroker
April 2012 - April 2024 · 12 yrs
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.