Ashley Milot is a registered investment advisor at Fiat Wealth Management, based in Wayzata, MN, with 9 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 930 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiat Wealth Management charges up to 2.00% of your portfolio annually for investment management. This fee is calculated monthly based on the average daily value of your investments and is paid after the month ends. The fee is deducted from your account held at the custodian. Other fee payment arrangements can be negotiated. The fee includes compensation paid to the model provider.
Location
1905 Wayzata Blvd, Suite 320, Wayzata, MN, 55391
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fiat Wealth Management
Previous Registrations
Foundations Investment Advisors LLC
Avantax Planning Partners, INC.
State Registrations1 state
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