Joshua Miller is a registered investment advisor at Keystate Advisory, LLC, based in Las Vegas, NV, with 15 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 82 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KeyState Advisory's fees are negotiated with each client and are not based on a set schedule. The firm charges fixed quarterly fees, which are expected to range from $2,500 to $200,000 per quarter. Some clients' fees are based on a percentage of the market value of their portfolio.
Location
3883 Howard Hughes Pkwy, Suite 500, Las Vegas, NV, 89169
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua serves as President of Keystate Corporate Management, providing corporate management services to Nevada special purpose entities. He also serves as an officer for community banks' investment subsidiaries, overseeing their bond portfolios, dedicating about half his time to these activities.
Employment History
Current Registrations
Keystate Advisory, LLC
Previous Registrations
Keystate Advisory, LLC
State Registrations1 state
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