Iliad Wealth Solutions, LLC offers personalized investment management, financial planning, and retirement income strategies for individual investors, high-net-worth clients, and businesses. Founded in 2021 and based in Scottsdale, Arizona, the firm is solely owned by Joshua C. Miller. Iliad Wealth Solutions helps clients build diversified portfolios using exchange-traded funds, mutual funds, and individual stocks, tailoring strategies through risk questionnaires and interviews. For investment management, the firm utilizes a discretionary approach while maintaining regular client contact and annual reviews. In addition to portfolio management, Iliad Wealth Solutions provides comprehensive financial planning covering areas such as retirement, taxes, estate planning, insurance, and education funding. Clients can choose between fixed-fee planning projects and monthly subscription options. The firm also offers retirement plan management for small and mid-sized employers. Iliad Wealth Solutions maintains affiliations with an insurance agency and a tax preparation firm, and refers estate planning clients to an online technology platform, providing multiple avenues of support for comprehensive wealth 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%.