Juncture Wealth Strategies manages investment portfolios and offers personalized financial planning for individuals, high-net-worth clients, trusts, and retirement plans. Juncture Wealth Strategies builds customized investment portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds, with a focus on matching each client's risk tolerance and financial goals. Advisors at Juncture Wealth Strategies conduct regular portfolio reviews and rebalance investments in response to market conditions. In addition to investment management, Juncture Wealth Strategies provides standalone financial planning covering retirement, business succession, insurance, tax planning, estate document review, and asset protection. Clients can also receive guidance on insurance products through the firm's network. Juncture Wealth Strategies operates primarily on a discretionary basis, allowing advisors to make trades on behalf of clients, and partners with major financial institutions to securely hold client assets.
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.