Kathryn Davis
Kathryn Davis is a CFP-designated registered investment advisor at Pelican Investment Advisors, LLC, based in Baton Rouge, LA, with 19 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 270 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees are a maximum of 2.00% and are charged quarterly in arrears based primarily on asset size and complexity. Fees are negotiable and may be lower or waived in individual cases.
Fee Estimator
Location
10307 Jefferson Highway, Suite A, Baton Rouge, LA, 70809
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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 →Employment History
Current Registrations
Pelican Investment Advisors, LLC
Previous Registrations
Kassouf Wealth Advisors, LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley
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.
Exams
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