Juncture Wealth Strategies, LLC is a large advisory firm based in Scottsdale. It manages $212.53 million of regulatory assets for 594 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, California, Ohio, and Texas.
Juncture Wealth Strategies provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Juncture Wealth Strategies, LLC is $212.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 251% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Juncture Wealth Strategies, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Juncture Wealth Strategies is high net worth individuals with 85 clients and $162.21 million of assets under management. Among the 11 most similar advisory firms, Juncture Wealth Strategies has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $212.53 million for 292 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Juncture Wealth Strategies doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Juncture Wealth Strategies, LLC performs its advisory services is located at 15279 N Scottsdale Road, Scottsdale, AZ 85254, which is also the mailing address of the firm. An additional office of the firm is in Lancaster, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 480-253-4100 or by fax 480-656-0870. The normal business hours are 7:00 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at juncturewealth.com.