Jack Branch is a registered investment advisor at Pelican Advisory LLC, based in Covington, LA, with 7 years of industry experience. Jack 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
Jack owns Branch Wealth Strategies, Inc., an insurance agency, and spends nearly full-time selling life, long-term care, disability, and fixed/indexed annuities. He also works as a general agent for American Equity and an agent for Security Benefit, selling fixed annuities, but spends minimal time on each of these roles.
Employment History
Current Registrations
Pelican Advisory LLC
Previous Registrations
On Investment Management CO
Branch Wealth Strategies
Park Avenue Securities LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.