Juncture Asset Management

Juncture Asset Management, LLC is a financial advisor firm based in Scottsdale, AZ, established in 2019. The firm specializes in providing discretionary advisory services through sub-advisory relationships with third-party advisors. They offer portfolio management services primarily as a subadvisor to other registered investment advisors. Juncture Asset Management is a related advisor to Juncture Wealth Strategies and is owned by Barry Rhonemus, Jack Barker, and Bradley Haines. The firm emphasizes disciplined and frequent account supervision, with portfolios rebalanced in response to market conditions. Clients have the option to receive financial planning services through Juncture Wealth Strategies or other primary advisors. The firm manages over $352 million on a discretionary basis and $10 million on a non-discretionary basis as of December 31, 2023. Fees for portfolio management range up to 0.65% annually, billed based on the value of client assets. Juncture Asset Management acts as a fiduciary, placing client interests ahead of their own and adhering to a Code of Ethics. Clients have the option to direct brokerage, but this may result in higher costs. The firm votes client proxies and subscribes to a proxy voting service for guidance. They do not participate in class action lawsuits on behalf of clients. Financial information is not provided as the firm does not prepay fees over $1,200 or have financial conditions impairing obligations.