Pelican Wealth Management (PWM) manages investment portfolios and provides financial consulting and planning services. PWM offers continuous management and advisory services based on individual client needs. PWM may invest client assets according to model portfolios developed by BlackRock. PWM also offers pension consulting services to employee benefit plans. PWM does not participate in wrap fee programs.
Assets Under Management$47M
Clients118
Advisors1
Avg. per Client$400K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
Some clients have legacy fee schedules. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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