Pelican Financial Planning and Wealth offers wealth management and financial planning services. Wealth management includes ongoing financial planning and investment management. Financial planning involves analyzing a client's needs and providing advice on managing their assets. Pelican primarily advises on stocks, bonds, mutual funds, and exchange-traded funds.
Assets Under Management$26M
Clients23
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$26M
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Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees over $10,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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