Pelican Advisory aims to be the primary point of contact for families, overseeing, planning, and managing their finances. Pelican gathers client information to assess needs and goals, taking an active role in planning. Pelican manages client investment assets, typically on a discretionary basis, tailoring portfolios to individual client needs. Pelican may provide advisory services through LPL Financial programs.
Assets Under Management$90M
Clients195
Advisors3
Avg. per Client$460K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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