Joshua Joiner is a registered investment advisor at Global Investment Advisory, based in Mcdonough, GA, with 16 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 57 clients with $21M 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 $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
1600 Pennsylvania Avenue, Mcdonough, GA, 30253
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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 Activities
Joshua owns Ax House, LLC, an entertainment company unrelated to finance or investing. He dedicates about half his time to this venture, working evenings and weekends.
Employment History
Current Registrations
Global Investment Advisory
Previous Registrations
Vere Global Wealth Management
MML Investors Services, LLC
Ameriprise Financial Services, INC.
State Registrations2 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.