Aviance Capital Partners offers investment advice and financial planning to individuals, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, corporations, and other business entities. Aviance works with clients to develop investment objectives and allocates assets accordingly. Financial planning services are included with investment management and may address cash flow, retirement, education funding, tax efficiency, and estate considerations. Aviance may also provide standalone financial planning for a fee.
Assets Under Management$970M
Clients364
Advisors7
Avg. per Client$2.7M
Avg. per Advisor$140M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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