Nevin Woulas is a registered investment advisor at Pelican Wealth Advisors, LLC, based in Bonita Springs, FL, with 9 years of industry experience. Nevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 208 clients with $67M 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 $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.15% |
| $3.0M - $4.0M | 1.10% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $6.0M | 0.90% |
| $6M+ | 0.90% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
27499 Riverview Center Blvd., #126, Bonita Springs, FL, 34134
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
Nevin is the President/Insurance Agent of NMW Financial, PA and a Research Associate at Pelican Financial Group, dedicating full-time hours to each. Nevin also serves as Vice President of Michael J. Woulas Ph.D., Inc., but spends minimal time on this role.
Employment History
Current Registrations
Pelican Wealth Advisors, LLC
State Registrations1 state
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