Advisor at Pelorus Financial, LLC
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Firm
Pelorus Financial, LLC
Location
Trinity, FL 34655
Credentials
Series 66
Industry experience
17 years
Brian Day is a financial advisor with Pelorus Financial, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Pelorus Financial since 2018 and previously at Independent Financial Partners and LPL Financial from 2012 to 2019. Brian maintains a dormant Florida resident health and life insurance license. Pelorus Financial is a two-advisor registered investment adviser serving individuals, charitable organizations, and businesses with portfolio management and financial planning. The firm uses a combination of fundamental analysis and modern portfolio theory, emphasizing mutual funds, fixed income, ETFs, and other instruments, and typically seeks discretionary authority to implement client strategies.
Based on Pelorus Financial, LLC
Fixed financial planning fees between $250 and $10,000, negotiated based on complexity and estimated time.
$0 - $499,999: 1.00% $500,000 - $999,999: 0.80% $1,000,000 - And Up: 0.60%
4109 Little Rd Ste 101
Trinity, FL 34655
Florida
Pelorus Financial, LLC
2018 - Present (8 years)
Independent Financial Partners
2012 - 2019 (7 years)
LPL Financial
2012 - 2019 (7 years)
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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