Joshua Fain
Joshua Fain is a registered investment advisor at Amerity Wealth Management, LLC, based in Lady Lake, FL, with 9 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 750 clients with $340M 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 $750K | 2.10% |
| $750K - $2.0M | 1.60% |
| $2M+ | 1.10% |
Rates reflect maximum total annual advisory fees for advisor-directed accounts, including Amerity Wealth's fee and platform fees. Fees are negotiable.
Fee Estimator
Location
510 Cr 466, Suite 207, Lady Lake, FL, 33813
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2016Other Business ActivitiesSells Insurance
Joshua is an independent insurance agent in Florida. This work takes about half of his time, including during trading hours.
Employment History
Current Registrations
Amerity Wealth Management, LLC
Previous Registrations
Beacon Global Advisor Network, LLC
Claraphi Advisory Network, LLC
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.
Exams
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