Joshua Craig Fain

Amerity Wealth Management, LLC

8 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning

Amerity Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

659 clients

Average Client Portfolio

$421K average

Assets Under Management

$277.3M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $750K	2.10%
$750K - $2.0M	1.60%
$2M+	1.10%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL, 33813

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

October 2016

View Full SEC Report How to Read Disclosures

Other 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

December 2022 - Present · 3 yrs 2 mos

Previous Registrations

Beacon Global Advisor Network, LLC

February 2018 - December 2023 · 5 yrs 10 mos

Claraphi Advisory Network, LLC

March 2017 - May 2018 · 1 yr 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.