Juncture Wealth Strategies assists clients in meeting their financial goals through investments. They meet with clients to understand their financial situation, goals, and risk tolerance, then propose an investment approach. Juncture works with clients to develop written investment objectives and reviews portfolios at least annually, adjusting strategies as needed. Portfolios may include exchange-traded funds, mutual funds, individual stocks, and bonds.
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.