Daniel Petkau is a registered investment advisor at Fiat Wealth Management, based in Wayzata, MN, with 6 years of industry experience. Daniel 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an insurance agent at Fiat Insurance Services, LLC, dedicating about half of his time to insurance sales, servicing, and marketing. He also works as an Investment Adviser Representative for both Foundations Investment Advisors LLC and Fiat Wealth Management, spending about a quarter of his time at each.
Employment History
Current Registrations
Fiat Wealth Management
Previous Registrations
Foundations Investment Advisors LLC
Thrivent Investment Management INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.