Joshua Miller
Joshua Miller is a registered investment advisor at Iliad Wealth Solutions, based in Scottsdale, AZ, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 125 clients with $39M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable at the firm's sole discretion. Amounts over $2,000,000 are priced per case. Total management fee will not exceed 2%.
Fee Estimator
Location
Scottsdale, AZ
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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 owns Iliad Protection Solutions, where he sells life, disability, and long-term care insurance, dedicating minimal time. He is also a career and independent insurance agent with MassMutual, selling insurance policies and spending a few hours per week on these activities. Joshua is also CEO of JCM Private Holdings and owner of Alpha Omega Energy.
Employment History
Current Registrations
Iliad Wealth Solutions
Previous Registrations
Iliad Wealth Solutions
Park Avenue Investment Advisory, LLC
The Wealth Consulting Group
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations5 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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