Fiat Lux Capital Management Inc. offers investment advisory services to individuals, charities, trusts, small businesses, partnerships, and corporations. Fiat Lux provides investment management, cash-flow analysis, consultation, and planning services. They use mutual funds, exchange-traded funds, stocks, bonds, options, and other alternative investments. Fiat Lux does not receive compensation from insurance or annuity product recommendations but may help connect clients with an agent. Managed funds are held by Altruist Financial, LLC.
Assets Under Management$40M
Clients227
Advisors1
Avg. per Client$180K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $500K | 1.20% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.65% |
| $1.5M+ | 0.50% |
Fees are negotiable based upon the scope of service.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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