James Hague is a registered investment advisor at Janian Investment Advisers, LLC, based in Santa Rosa, CA, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
These fees apply to Security Selection accounts for Qualified Clients. Non-Qualified Clients pay 1.00% for Hedged Securities and 0.50% for Bond Benchmarked strategies for the first three years. Fees are subject to discounts based on total qualified client assets managed by Janian. Performance fees are also charged to Qualified Clients.
Fee Estimator
Location
4983 Sonoma Highway, Suite A-4, Santa Rosa, CA, 95409
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Janian Investment Advisers, LLC
State Registrations4 states
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