FAQ
Frequently asked questions
Fiat Lux does not provide tax preparation, however, we have an CPA affiliate on the premises here that does provide those services. Please call the office for further inquiry. 262-534-7100
Yes, I am even in the same building and plan to be.
Yes.
We get paid a fee from the assets that we manage. As the account fluctuates in value, so does the fee, so when you do well, I do well.
Due to the everyone's situation being different, specific fees are not provided prior to a consultation. Fees are reviewed prior to entering a formal relationship with the firm.
This is largely a decision of how much you want to . Typically we see people come in twice per year.
Fiat Lux means, “let there be light.” The name is a reference to the book of Genesis in the biblical stories. I have always considered the most important thing that I do as an advisor is shine a light on people’s lives so they can recover peace of mind, with a brighter next step.
While Nicholas may not move to Waterford specifically, my family hopes to move in the general area.
The vision that drives us is a community that has its Christian people leading a localized economy. I hope to do this by encouraging and empowering individuals so they can find and begin their God-Given mission.
Yes. At Fiat Lux, the security and privacy of your personal information are our top priorities. We have implemented robust measures to ensure your data is handled with the utmost care.
Data Encryption: All information you submit is encrypted both in transit and at rest to protect it from unauthorized access.
Compliance Standards: We adhere to strict security and privacy regulations, ensuring your data is safeguarded according to the highest standards.
Secure Platforms: Any forms or tools we use for data collection and communication are chosen specifically for their strong security features, including SSL encryption, secure access controls, and compliance with industry regulations.
Limited Access: Only authorized personnel have access to your information, and all access is tracked and monitored.
If you have additional questions about how we protect your data, feel free to email us directly. Your peace of mind is our priority.