Fiat Wealth Management provides comprehensive financial planning, estate planning access, and portfolio management services to individuals, families, and businesses. Fiat Wealth tailors its investment strategies to meet clients' unique goals, risk tolerance, and time horizons, often utilizing model portfolios and third-party investment managers. Beyond investment management, Fiat Wealth offers broad-based financial guidance covering cash flow, taxes, retirement, insurance, education funding, and estate analysis. The firm operates with a team of advisors who focus on building long-term relationships while acting in their clients' best interests.
Assets Under Management$520M
Clients647
Advisors16
Avg. per Client$800K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee is up to 2.00% of the portfolio value. Fees are negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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