John Christopher Neyland
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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% |
Investment management fee is negotiable at its discretion.
Fee Estimator
The firm provides discretionary investment management services on a wrap fee basis. The annual fee ranges from negotiable to 2.20%, depending on the amount and type of assets. Financial planning and consulting fees range from $500 to $5,000 on a fixed fee basis. An hourly rate of $350 may be charged with written agreement. The firm generally requires a minimum asset level of $25,000 for investment management services, but this may be reduced or waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
18212 E. Petroleum Drive, Building 3, Suite A, Baton Rouge, LA, 70809
Get directionsRegulatory History (1)
Customer Dispute
February 2013Other Business ActivitiesSells Insurance
John is a licensed insurance agent since 2002, dedicating minimal time to insurance sales. He also serves as a trustee for the Norman Neyland Trust and works as a tax processor for JCN Tax, spending a few hours per week on each of these activities.