JM
JM

Joshua Paul Miller

17 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
531 clients
Average Client Portfolio
$12.6M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.90%
$4.0M - $6.0M0.70%
$6M+0.50%

Fees are negotiable in certain cases based on account size, relationship pricing, services required, and/or other factors. Discounted fee schedules are offered to current and former employees of FNBIA and its affiliates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
Loading...

Location

One FNB Boulevard, Suite 3, Hermitage, PA, 16148

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.
Employment Separation After Allegations
October 2014
Employment History
Current Registrations
Fnb Wealth Management
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
PNC Investments
January 2004 - October 2014 · 10 yrs 9 mos
Hilliard Lyons Asset Management
June 2003 - January 2004 · 7 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.