James Zalenka
James Zalenka is a CFP-designated registered investment advisor at The Baran James Company, INC., based in Pittsburgh, PA, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 195 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baran James charges a fee based on the value of your investments. The fee ranges from 0.75% to 1.5% per year, depending on the investment strategy and the size of your account. The average fee is about 1% per year. Fees are paid quarterly in advance.
Location
Manor Oak Two, Suite 365, 1910 Cochran Road, Pittsburgh, PA, 15220
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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 ActivitiesSells Insurance
James is a licensed insurance agent selling life, disability, and other insurance lines for various companies. He conducts insurance business as needed, typically spending minimal time on it during trading hours.
Employment History
Current Registrations
The Baran James Company, INC.
Previous Registrations
Commonwealth Advisory Group, LTD.
State Registrations3 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.