Joey Miller
Joey Miller is a registered investment advisor at Dai Wealth, LLC, based in New Braunfels, TX, with 13 years of industry experience. Joey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,537 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The total annual account fee may not exceed 2.50% of the portfolio value. Fees are negotiable based on overall assets, account size, and services provided.
Fee Estimator
Location
New Braunfels, TX
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.
Exams
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