Janielle Lucas
Janielle Lucas is a registered investment advisor at Absolute Investment Advisers, LLC, based in MIami Beach, FL, with 5 years of industry experience. Janielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Absolute Investment Advisers manages separately managed accounts for clients, charging a fee based on a percentage of the assets they manage. The fee can be paid in advance each quarter or in arrears quarterly, based on the average value of the account. Fees are subject to negotiation and are detailed in a written agreement. A minimum of $25 million is generally required for separately managed accounts, but this may be negotiable.
Location
MIami Beach, FL
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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 Activities
Janielle is involved in several business activities, including sales and marketing for Absolute Investment Advisers, LLC (full-time), owning a private yoga studio, marketing for a software platform, marketing via an agreement with St. James, and media & entertainment. She is also a Registered Representative of Foreside Fund Services, LLC.
Employment History
Current Registrations
Absolute Investment Advisers, LLC
Foreside Fund Services, LLC
Foreside Fund Services, LLCBroker
Previous Registrations
Absolute Investment Advisers, LLC
Northern Lights Distributors, LLCBroker
Quasar Distributors, LLCBroker
State Registrations51 states
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