Advisor at Amerity Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Amerity Wealth Management, LLC
Location
Lakeland, FL 33813
Credentials
Series 65
Industry experience
9 years
Joshua Fain is a financial advisor with Amerity Wealth Management, LLC, holding a Series 65 designation and bringing nine years of industry experience. He has worked with Amerity Wealth Management since 2022 and previously with Beacon Global Advisor Network and Claraphi Advisory Network. In addition to his advisory role, he is an independent insurance agent in Florida, dedicating significant time to this activity. Amerity Wealth Management is a multi-advisor registered investment adviser serving individuals, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, modular financial planning, retirement-plan consulting, and specialized services including UK expatriate pension transfers, employing a range of investment strategies through multiple custodians and co-advisory arrangements.
Based on Amerity Wealth Management, LLC
Financial planning flat fees up to $1,500 for net worth under $500,000; $3,000 for $500,000 to $1,000,000; $5,000 for over $1,000,000.
$0 - $750,000: 2.10% $750,001 - $2,000,000: 1.60% $2,000,001+: 1.10%
Insurance product commissions typically range between 5% and 10% of the total purchase of the insurance product.
Up to $300 per hour for financial planning and consulting services.
4740 Cleveland Heights Boulevard, Suite 5
Lakeland, FL 33813
Florida
Amerity Wealth Management, LLC
2022 - Present (4 years)
Beacon Global Advisor Network, LLC
2018 - 2023 (5 years)
Claraphi Advisory Network, LLC
2016 - 2018 (2 years)
Amerity Financial
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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