Joseph Bray is a registered investment advisor at Miner Wealth Management, based in Acworth, GA, with 2 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 48 clients with $37M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.60% |
Fees are negotiable. Ongoing Comprehensive Financial Planning may be included without incurring an additional fee for clients engaging us for Investment Management Services.
Fee Estimator
Location
Acworth, GA
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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
Joseph provides bookkeeping services as a sole proprietor since July 2024. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Miner Wealth Management
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.