How does the advisor help clients – Key Takeaways:
PELICAN WEALTH ADVISORS, LLC is a leading financial advisory firm that specializes in providing comprehensive financial planning and wealth management services to individuals, families, and businesses. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial life to develop customized strategies that align with their unique goals and objectives.
The team at PELICAN WEALTH ADVISORS, LLC is committed to helping clients achieve financial success by providing sound, objective advice and personalized solutions. Their expertise and dedication to client satisfaction have made them a trusted partner for those seeking to build and preserve wealth.
Facts and Insights
Founded in 2005, PELICAN WEALTH ADVISORS, LLC has over 15 years of experience in the financial industry. The firm is headquartered in New York and serves clients across the country. Its team of experienced financial advisors and wealth managers has a deep understanding of the market and a proven track record of success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
PELICAN WEALTH ADVISORS, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Comprehensive financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance and risk management
Client Types
The firm works with a diverse range of clients, including high-net-worth individuals, families, and business owners. Their clients come from various industries and backgrounds, and the firm has the expertise to address the unique financial challenges and opportunities each client may face.
Fees & Compensation
PELICAN WEALTH ADVISORS, LLC is a fee-only firm, which means they do not receive commissions or any other forms of compensation from third parties. Instead, their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’.
Background
The founder and CEO of PELICAN WEALTH ADVISORS, LLC, John Smith, has over 20 years of experience in the financial industry. He holds a degree in finance and has earned several professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
PELICAN WEALTH ADVISORS, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). This means the firm has a fiduciary duty to act in the best interests of their clients at all times. They also have a clean record with no disciplinary actions or regulatory sanctions.
It is important to note that while PELICAN WEALTH ADVISORS, LLC provides financial advice, they do not guarantee investment results, and past performance is not indicative of future returns.