Pelican Investment Advisors is a registered investment advisor based in Baton Rouge, Louisiana, that provides personalized investment management and financial planning services. Pelican Investment Advisors helps clients build and manage portfolios using a mix of asset allocation, dollar-cost averaging, and technical analysis, while tailoring strategies to individual risk tolerance and time horizons. In addition to managing investments, Pelican Investment Advisors offers financial planning consulting covering risk assessment, investment planning, estate planning, and overall financial organization. The firm serves individuals, high net worth individuals, retirement plans, and businesses, utilizing independent custodians like Charles Schwab & Co. for holding client assets. Pelican Investment Advisors tailors its services through investment advisory representatives and emphasizes acting in the best interest of clients.
| 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.