Matthew Greene
Matthew Greene is a registered investment advisor at Pelican Advisory LLC, based in Covington, LA, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 195 clients with $90M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
For households less than $100,000, an additional 0.25% is charged. Fees are negotiable.
Fee Estimator
Location
681 River Highland Blvd., Covington, LA, 70433
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 →Other Business ActivitiesSells Insurance
Matthew operates under Heritage Oak Wealth Management as a DBA for his LPL business and provides investment advisory services through Pelican Family Office, dedicating a significant amount of time to the latter. He also owns real estate rental properties and serves as a school board member, while also running an insurance agency.
Employment History
Current Registrations
Pelican Advisory LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Securities America, INC.Broker
Credit Suisse Securities (USA) LLCBroker
J.P. Morgan Securities INC.Broker
Banc One Capital Markets, INC.Broker
State Registrations12 states
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