JCN Financial & Tax Advisory Group provides discretionary investment management services structured as a wrap fee program, where clients pay a single fee that covers investment management, trade execution, custody, and reporting. To build portfolios, JCN Financial & Tax Advisory Group primarily utilizes mutual funds, exchange-traded funds, individual stocks, structured notes, and debt instruments. In addition to managing investments, JCN Financial & Tax Advisory Group offers standalone financial planning and consulting services covering topics such as estate planning and insurance. JCN Financial & Tax Advisory Group is owned and operated by John Neyland and is based in Baton Rouge, Louisiana.
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.