Pelican Bay Asset Management provides advice on buying and selling securities like stocks, bonds, and mutual funds. Investment advice is tailored to each client's needs. Pelican Bay Asset Management does not handle client funds directly and does not act as a broker. Accounts are managed on a non-discretionary basis, meaning the firm needs your approval before making any trades.
Assets Under Management$40M
Clients15
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$40M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is potentially negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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