Pelican Investment Advisors offers investment advice tailored to clients' needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. They also provide financial planning consulting services such as risk assessment, investment planning, estate planning, and financial organization. Services are offered through Investment Advisory Representatives to accounts opened with Pelican Investment Advisors.
Assets Under Management$73M
Clients211
Advisors10
Avg. per Client$340K
Avg. per Advisor$7.3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees are a maximum of 2.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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