Russell Taylor is a registered investment advisor at Pelican Investment Advisors, LLC, based in Baton Rouge, LA, with 3 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 211 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees are a maximum of 2.00%. Fees are negotiable.
Fee Estimator
Location
10307 Jefferson Highway, Suite A, Baton Rouge, LA, 70809
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Russell is a director at Taylor & Matthews, a public accounting firm, dedicating nearly full-time hours as a tax partner. He also has roles in several real estate and business consulting ventures, including R Squared Properties LLC, Bei Tempi LLC, GSTAG LLC, Oak Valley Plantation LLC, and Oak Valley Farms LLC, requiring minimal to about 10-20% of his time.
Employment History
Current Registrations
Pelican Investment Advisors, LLC
State Registrations1 state
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