Pelican Investment Advisors, LLC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$130M
Clients270
Advisors11
Avg. per Client$480K
Avg. per Advisor$12M

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
—
Loading...
Location

11 Advisors at this firm

Pelican Investment Advisors, LLC - Fees, AUM & Advisors | TrueAdvisor