Olivia Neyland is a registered investment advisor at Jcn Financial & Tax Advisory Group, LLC, based in Baton Rouge, LA. Olivia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 258 clients with $120M 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 | 2.20% |
| $1.0M - $1.5M | 2.10% |
| $1.5M - $2.0M | 2.00% |
| $2M+ | 1.90% |
Fees are negotiable and may vary based on factors such as the amount of assets, portfolio composition, and servicing needs.
Fee Estimator
Location
18212 E. Petroleum Drive, Building 3, Suite A, Baton Rouge, LA, 70809
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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 →Employment History
Current Registrations
Jcn Financial & Tax Advisory Group, LLC
State Registrations2 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.