Fiat Wealth Management offers financial planning services covering cash flow, tax, retirement, portfolio, insurance, education, and estate analysis. They also provide discretionary portfolio management tailored to client needs and objectives. Fiat Wealth uses model portfolios developed by the firm, sub-advisers, or other registered investment advisors. Fiat Wealth is affiliated with Fiat Insurance Services, LLC, and Fiat Tax, PLLC, which presents potential conflicts of interest.
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.