Pelican Wealth Advisors, LLC
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
About This Firm
Pelican Wealth Advisors, LLC offers personalized financial planning and investment management to individuals, high net worth individuals and trusts. Advice includes financial objectives, problem identification, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. The firm also holds educational seminars and workshops.
Fee Structure
AUM-Based Fees (Tiered)
| 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+ | N/A |
The annual fee is negotiable for accounts over $6,000,000. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
For asset management, fees are based on a percentage of assets under management, as detailed in the fee table. These fees are negotiable, and accounts within the same household may be combined for a reduced fee. Financial planning services are offered for a negotiable fixed fee with a maximum of $5,000, or an hourly fee of $250 per hour. The firm does not require a minimum to open an account.
Areas of Practice
Location
27499 Riverview Center Blvd., #126, Bonita Springs, FL, 34134