Olivia Neyland
Olivia Neyland is a registered investment advisor at Jcn Financial & Tax Advisory Group, LLC, based in Baton Rouge, LA, with 1 years of industry experience. Olivia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 263 clients with $130M 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 based on asset amount, portfolio composition, and servicing needs.
Fee Estimator
Location
18212 E. Petroleum Drive, Building 3, Suite A, Baton Rouge, LA, 70809
Get directionsHistory
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.
Exams
More Advisors
- John NeylandJcn Financial & Tax Advisory Group, LLC
- Jacob Chapman, ChFCState Farm Investment Management CORP.
- Sean Matassa, CFP, ChFCEdward Jones
- Charles Abboud, CFPOsaic Wealth, INC.
- Debbie Lumpkin, CFPWells Fargo Advisors
- Anthony Sheldon, ChFCState Farm Investment Management CORP.