Fiat Wealth Management- Financial Advisor Wayzata, MN

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About Fiat Wealth Management

The Fiat Name In economic textbooks, the term 'fiat currency' is loosely defined as 'faith-based currency.

The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue that this is a weakness. Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. When a parent gives a child a dollar for school, it is a vote of confidence and faith.

When an individual invests a dollar, they do so because they have faith that the underlying business will succeed. Without some amount of faith in each other, economic relationships both on a large and small scale cannot exist.

Trust is the bedrock of the work at Fiat Wealth Management.

See Disclosures

General Information

Firm Start Year

2009

No. of Employees

10-19

Firm CRD#

318201

Name of Custodial Firm

Charles Schwab

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Those Nearing or in Retirement, Individual Investors

Advisory Services Provided

Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting, Tax Advice and Services, Financial Planning for Businesses

Compliance

Registered Investment Advisor

Registered Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, RICP^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Long Term Care, Health, Annuity

Firm Information

Assets Managed by Firm

$320,000,000

Assets Managed by Advisor

$320000000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Flat Fee, Based on Assets

Minimum Fee Charged for Managed Accounts

$3,500

Minimum Fee Charged for Hourly Planning Accounts

$3,500

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892494/paladinregistry-Fiat-Wealth-Management-detailed-disclosure.html

Disclaimer

Fiat Wealth Management, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

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Fiat Wealth Management