Joshua Miller
Advisor at Savings Coach, 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.
Advisor at Savings Coach, 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.
Location
Troy, MI 48084
Credentials
Series 66
Industry experience
2 years
Joshua Miller is a financial advisor at Savings Coach, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC, Advantasure, Beaumont Health, Centria Healthcare, and Accretive Health. Miller is also licensed as an insurance agent. Savings Coach serves individual clients and small businesses, focusing on beginning savers and clients aged 20 to 50. The firm offers portfolio management, financial plans, coaching packages, and third-party adviser selection, emphasizing value, safety, quality, and risk control through individualized asset allocation and a behavior-focused approach.
Based on Savings Coach, LLC
Based on Savings Coach, LLC
The Playbook: $800; Coaching Package one-time fee $2,100 or monthly $800 upfront + 12 payments of $175 per person or $300 per couple
$0 - $1,000,000: 1.50% Over $1,000,000+: 1.00% 0+: 1.00% (Selection and Monitoring of Third Party Adviser Service fee, negotiable)
Up to $250 per hour for financial planning services
Minimum fee: Minimum hourly planning fee is $250 Fee-only: Financial planning services hourly fee up to $250/hour; minimum fee $250
755 W. Big Beaver Rd, Suite 101
Troy, MI 48084
Michigan
Savings Coach, LLC
2024 - Present (2 years)
LPL Financial
2021 - 2024 (3 years)
Advantasure
2021 - 2022 (1 year)
Beaumont Health
2017 - 2020 (3 years)
Centria Healthcare
2016 - 2017 (1 year)
Accretive Health
2011 - 2016 (5 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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