Pelican Wealth Advisors offers confidential financial planning and investment management services tailored to individuals, high-net-worth clients, and trusts. The firm helps clients define their financial objectives, manage cash flows, review insurance policies, plan for retirement, fund education, and navigate estate planning. Pelican Wealth Advisors utilizes fundamental, technical, and cyclical analysis to build customized portfolios and create comprehensive financial strategies. The firm operates as a fee-based practice, meaning it does not sell commissioned investment products like mutual funds or stocks, though some representatives are independently licensed to offer insurance products. Pelican Wealth Advisors emphasizes a client-first approach, ensuring clients maintain control over their assets with third-party custodians while receiving regular portfolio reviews and personalized guidance.
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% |
Fees for accounts over $6,000,000 are negotiable. Accounts within the same household may be combined for a reduced fee.