Allison Spangler is a registered investment advisor at Juncture Wealth Strategies, LLC, based in Lancaster, OH, with 17 years of industry experience. Allison 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
118 E Main Street, Lancaster, OH, 43130
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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
Allison is an owner of Vantage Point Investment Services, a holding/support company, and performs support duties. She spends minimal time on this business, both during and outside of trading hours.
Employment History
Current Registrations
Juncture Wealth Strategies, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations2 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.
Exams
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