Juncture Asset Management
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Overview
Juncture Asset Management operates as a financial advisor company located in Scottsdale, Arizona. Juncture Asset Management handles $354.0 million in assets under management throughout 941 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management (AUM). The company has a small team, including 5 financial advisors. Juncture Asset Management does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets like options, bonds and equities.
Juncture Asset Management manages the majority of the company's accounts on a discretionary basis. Discretionary management means that buy and sell decisions for the client's account are made by an investment advisor without needing client approval. The firm also has 43 non-discretionary accounts with a total of $19.9 million in AUM. The firm's average account size is $376,185. The typical advisor at Juncture Asset Management oversees around 188 client accounts.
Juncture Asset Management's headquarters is at 8777 E. Via De Ventura, Scottsdale, Arizona 85258. Juncture Asset Management is allowed to provide services to investors throughout a number of states, including Arizona, California and Ohio.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Juncture Asset Management by the Numbers
$354.0 million
6
941
$376.2 thousand
Fee Structure
A financial advisor's fees depend on which services the firm provides the client. Fees billed by the company typically consist of the following fee structure: asset-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to retail investors, high net worth investors, pension plans and corporations. Out of its 941 accounts, Juncture Asset Management's biggest client type by number of accounts is retail investors, but it also serves 149 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 39.52%
- Other Individuals - 58.36%
- Corporations - 2.12%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Juncture Asset Management does not have any disclosures.
Please visit its Form ADV for more details.
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