Assets Under Management
$67.0M
Number of Clients
208
Number of Advisors
3
Average Client AUM
$322K
AUM per Advisor
$22.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Pelican Wealth Advisors offers personalized financial planning and investment management. Services include financial objective determination, problem identification, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. They also offer sub-advisory services and educational seminars.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.15% |
| $3.0M - $4.0M | 1.10% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $6.0M | 0.90% |
| $6M+ | 0.90% |
Annual fee is negotiable for accounts over $6,000,000. Accounts within the same household may be combined for a reduced fee.
27499 Riverview Center Blvd., #126, Bonita Springs, FL, 34134