Juncture Wealth Strategies, LLC

Juncture Wealth Strategies, LLC, established in 2010, is a financial advisor firm based in Scottsdale, AZ. The firm offers investment advisory services to individuals and various clients, tailoring portfolios to meet specific financial goals and risk tolerances. Investment strategies may include long-term and short-term purchases, option strategies, and cash investments in low-risk instruments. The firm manages over $398 million on a discretionary basis. Fees are charged based on a percentage of assets under management, with a maximum aggregate fee of 2.0%. Clients are not required to engage in financial planning services, which are billed separately. The firm may recommend insurance products, and certain representatives are licensed insurance agents. Juncture does not charge performance fees and does not have disciplinary information to disclose. The firm has custody over client assets in specific scenarios and offers investment discretion based on signed agreements. Proxy voting responsibilities are delegated by the firm, and clients may opt-out of class action lawsuit filing services. Financial information is not provided as the firm meets specific criteria. For more details, clients can contact Jack Barker, Chief Compliance Officer.