A complete list of active advisors currently associated with FIAT LUX Capital Management
Warmer can help you find a great advisor at FIAT LUX Capital Management or one who fits your needs even better.
Fiat Lux Capital Management provides ongoing investment management, cash-flow analysis, consultation, and financial planning to a broad mix of clients described in its brochure, including individuals, trusts, charitable organizations, small businesses, partnerships and corporations; the firm also reports serving several institutional client types that are uncommon for an advisor of this category, such as pension plans, insurance companies, banks or thrifts, state or municipal entities, other investment advisers, and even a sovereign wealth fund. Services cover a range of planning topics clients commonly request, including retirement, tax, estate, education, Medicare, and Social Security planning. The firm’s client engagement begins with an individualized consultation that includes risk assessment, asset-and-liability analysis, and goal setting, and it generally manages accounts on a limited discretionary basis with semi-annual reviews and ongoing portfolio oversight. Portfolio construction emphasizes strategic asset allocation across mutual funds, ETFs, stocks, bonds and options, and the adviser uses third‑party software (RightCapital and Profiles Professional) plus some custom programming to analyze client plans. Noteworthy aspects in the brochure include a relatively high client count—about 227 client relationships supported with roughly $39.8 million in discretionary assets—which is uncommon among independent advisers and suggests a particular service model or workflow. The firm also uses a single managed-account brokerage platform (Altruist) and is treated as having custody because of fee handling and custodian arrangements, a structure the brochure flags as creating potential execution and soft‑dollar conflicts for clients to consider.
To learn more about the advisors currently working at FIAT LUX Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Waterford, WI
| 5
|
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