Joey Miller is a registered investment advisor at Dai Wealth, LLC, based in Atlanta, GA, with 12 years of industry experience. Joey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,404 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DAI Wealth charges an annual account fee for investment management services, which may not exceed 2.50% of the portfolio's value. The account fee is negotiable and may vary based on factors such as the size of the account and other services provided. The fee is paid quarterly in arrears. DAI Wealth receives a portion of the account fee, with the remainder going to the platform provider or manager. Clients are also responsible for paying transaction charges and other account-related fees.
Location
2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345
Get directionsHistory
Regulatory History (5)
Customer Dispute
August 2025Civil
January 2025Customer Dispute
March 2024Employment Separation After Allegations
October 2023Customer Dispute
October 2012Other Business Activities
Joey owns JMKW Ventures for buying a ranch, dedicating minimal time, and JGFS Management LLC for employee benefits, also dedicating minimal time. He also owns John Galt Wealth Solutions, dedicating full-time hours, and LOT 44 NB House for custom home building.
Employment History
Current Registrations
Dai Wealth, LLC
Dai Securities, LLCBroker
Previous Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Ari Financial Services, INC.Broker
State Registrations46 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.