Gabriel Martin is a registered investment advisor at Pelican Advisory LLC, based in Covington, LA, with 2 years of industry experience. Gabriel 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
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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 →Other Business Activities
Gabriel works as an Instacart delivery driver and is a professional tennis instructor, dedicating minimal time to each. He also operates Heritage Oak Wealth Management as a DBA for his LPL business, which is a full-time commitment.
Employment History
Current Registrations
Pelican Advisory LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
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.