Assets Under Management
$85.8M
Number of Clients
234
Number of Advisors
1
Average Client AUM
$367K
AUM per Advisor
$85.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
JCN Financial & Tax Advisory Group offers discretionary investment management on a wrap fee basis and financial planning/consulting services. They determine client objectives and goals before investing assets. Stand-alone financial planning fees range from $500 to $5,000. The firm does not recommend or advocate for cryptocurrency investments.
| Assets Under Management | 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.
18212 E. Petroleum Drive, Building 3, Suite A, Baton Rouge, LA, 70809