Joshua Bailey
Joshua Bailey is a CFP-designated registered investment advisor at Muirfield Wealth Advisors LLC, based in Charlotte, NC, with 10 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 143 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Muirfield Wealth charges a fee based on the value of your portfolio, ranging up to 1.50% annually. The exact fee depends on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly, in advance. The fee for the first quarter is prorated. In some cases, a fixed annual rate or fee may be charged.
Location
6101 Carnegie Blvd., Suite 550, Charlotte, NC, 28209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua is an insurance agent selling life insurance, annuities, and long-term care products through various companies since 2018. The time commitment varies.
Employment History
Current Registrations
Muirfield Wealth Advisors LLC
Previous Registrations
Carroll Financial Associates INC
Cetera Advisor Networks LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.