Advisor at Janian Investment Advisers, LLC
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Firm
Janian Investment Advisers, LLC
Location
Santa Rosa, CA 95409
Credentials
Series 65
Industry experience
13 years
James Hague is a financial advisor at Janian Investment Advisers, LLC in Santa Rosa, CA, holding a Series 65 designation with 13 years of industry experience. He has been with Janian Investment Advisers since 2012. Janian Investment Advisers provides discretionary portfolio management and financial planning primarily for individual investors and related entities such as trusts and charitable or business-controlled accounts. The firm employs a bottom-up fundamental analysis approach combined with a portfolio-level risk framework, utilizing strategies that include third-party fund menus, bond-benchmarked allocations, and both hedged and unhedged equity selection, with the use of derivatives and hedging techniques as part of its investment process.
Based on Janian Investment Advisers, LLC
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Performance fees charged for "Qualified Clients" on Security Selection accounts, calculated as a percentage of net new profits above a high water mark and benchmark return; fee percentages negotiated and specified in client agreements.
Fee-only: Management fees typically 1.00% annually for Security Selection accounts (first 3 years), 0.50% for Bond Benchmarked strategy; Third-Party Fund Selection accounts negotiable, targeting about half of Security Selection fees; no commissions received.
4983 Sonoma Highway, Suite A 4
Santa Rosa, CA 95409
California · Illinois · New York · Texas
Janian Investment Advisers, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Series 65
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