Pelican Advisory Fees & Minimum

Overview

Headquarters: Covington, LA
Total Firm Assets: $119 million
Average High-Net-Worth Client Portfolio Size: $1.5 million
Stated Minimum Account Size: $100,000

Fee Disclosure

Source: PELICAN ADV 2AB (2026-10-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.25%
$500,001	$1,000,000	1.00%
$1,000,001	$3,000,000	0.90%
$3,000,001	and above	0.80%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,250	1.12%
$5 million	$45,250	0.90%
$10 million	$85,250	0.85%
$50 million	$405,250	0.81%
$100 million	$805,250	0.81%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 59.39%
Number of High-Net-Worth Clients: 47
Total Client Accounts: 265
Discretionary Accounts: 265

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 330658

PELICAN ADV 2AB (2026-10-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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