Joshua Miller
Joshua Miller is a registered investment advisor at Cwa Asset Management Group, based in Warren, OH, with 18 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 8 more. Their firm serves 1,976 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.15% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25.0M - $35.0M | 0.65% |
| $35.0M - $45.0M | 0.55% |
| $45M+ | 0.50% |
Fees are negotiable. Certain legacy clients pay up to 1.75% on the first $1M and 1.25% on assets between $1M and $10M. Specialized strategies like the Capital Tax Advantage Strategy incur an additional 0.25% annual fee.
Fee Estimator
Location
Warren, OH
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2014Employment History
Current Registrations
Cwa Asset Management Group
Previous Registrations
Fnb Wealth Management
PNC Investments
Hilliard Lyons Asset Management
State Registrations3 states
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.
Exams
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