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Russell Taylor

Pelican Investment Advisors, LLC
3 Years of Experience
Baton Rouge, LA
May Earn Commission
View SEC Summary
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Russell Taylor is a registered investment advisor at Pelican Investment Advisors, LLC, based in Baton Rouge, LA, with 3 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.

Pelican Investment Advisors, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
270 clients
Average Client Portfolio
$476K average
Assets Under Management
$128.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10307 Jefferson Highway, Suite A, Baton Rouge, LA, 70809

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Russell is a director at Taylor & Matthews, a public accounting firm, dedicating nearly full-time hours as a tax partner. He also has roles in several real estate and business consulting ventures, including R Squared Properties LLC, Bei Tempi LLC, GSTAG LLC, Oak Valley Plantation LLC, and Oak Valley Farms LLC, requiring minimal to about 10-20% of his time.

Employment History
Current Registrations
Pelican Investment Advisors, LLC
October 2022 - Present · 4 yrs
State Registrations1 state
LA
Advisor

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
No exam information available for this advisor.
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