Jcn Financial & Tax Advisory Group, LLC
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
About This Firm
JCN Financial & Tax Advisory Group offers discretionary investment management services on a wrap fee basis. They determine client investment objectives and goals and invest assets accordingly, providing periodic monitoring and review. Financial planning and consulting services are also available on a separate fee basis. The firm may recommend other professionals for implementation purposes.
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
Location
18212 E. Petroleum Drive, Building 3, Suite A, Baton Rouge, LA, 70809