Wanda Stapley is a registered investment advisor at Juncture Wealth Strategies, LLC, based in Scottsdale, AZ, with 36 years of industry experience. Wanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 462 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum advisory fee will not exceed 2.0% in aggregate. Fees are negotiated between the client and advisor. Discounts may be offered to family and friends. Subadvisor portfolio management fees range from 0.05% to 0.65% based on asset allocation.
Fee Estimator
Location
8777 E. Via De Ventura, Suite 120, Scottsdale, AZ, 85258
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Wanda is a registered representative and executive administrator at Juncture Wealth Strategies. This non-producing role takes nearly full-time hours.
Employment History
Current Registrations
Juncture Wealth Strategies, LLC
Previous Registrations
Juncture Wealth Strategies, LLC
Juncture Wealth Strategies, LLC
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Van Kasper, LLCBroker
J. W. Garrett and CompanyBroker
Everen Securities, INC.Broker
D.E. Frey & Company, INC.Broker
Lawson Financial CorporationBroker
Rauscher Pierce Refsnes, INC.Broker
J. W. Garrett and CompanyBroker
Boettcher & Company, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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