JD Haggar Financial

Overview

JD Haggar Financial is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It operates as a capital allocator and charges clients via a percentage-of-AUM schedule and fixed fees. The adviser reports being an active ESG investor and does not present itself as a multi-state adviser.

Assets & Accounts

Investments & Alternatives