Aviance Capital Partners

Aviance Capital Partners at a glance

• One of 570 fee-only firms based in Florida in the Wellspent graph.
• 6 advisors are listed here; 3 of 6 hold the CFA.
• Its Form ADV reports 11 employees and 372 individual clients, 210 of them high net worth.
• Its average account is about $1.2 million (assets it manages divided by its 974 accounts).

Fee-only advisors in Florida · What fee-only advisors charge in Florida

Facts

Aviance Capital Partners fees

Aviance Capital Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (6)

• Alexander Crevi

• Francisco Aguilera

  CFP · CFA

• Jack Brown

  CFA

• John Campbell

• Michael Chapman

  CFA

• Paula Jewell