LN
LN

Laquita Neal

17 Years of Experience
Little Rock, AR

Laquita Neal is a registered investment advisor at Corkern & CO., INC., based in Little Rock, AR, with 17 years of industry experience. Laquita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 85 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
85 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$161.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Fees are sometimes negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2300 Andover, Suite 100, Little Rock, AR, 72227-3992

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Corkern & CO., INC.
March 2008 - Present · 18 yrs 1 mo
State Registrations1 state
AR
Advisor

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.

Exams
No exam information available for this advisor.
Laquita Neal - Financial Advisor | TrueAdvisor