Hannah Chapman is a CFP-designated registered investment advisor at Juncture Wealth Strategies, LLC, based in Scottsdale, AZ, with 13 years of industry experience. Hannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 436 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Juncture Wealth Strategies charges a percentage of the value of your investments. The exact fee is agreed upon between you and your advisor, but it will not exceed 2% per year. Fees are calculated monthly based on the value of your investments on the last day of the month. Discounts may be offered to family members and friends of Juncture employees.
Location
8777 E Via De Ventura, Suite 120, Scottsdale, AZ, 85258
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Regulatory History (1)
Financial
March 2016Other Business Activities
Hannah is a substitute second flute player for the Butler Philharmonic Orchestra, dedicating minimal time. She is also the 100% owner of X2 Wealth Planning, the marketing name for her IAR practice at JWS, and Expansive CEO, LLC, where she coaches company executives, dedicating full-time and about a quarter of her time respectively.
Employment History
Current Registrations
Juncture Wealth Strategies, LLC
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations3 states
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.