Charles Evangelakos
Charles Evangelakos is a registered investment advisor at Pallas Capital Advisors, LLC, based in Braintree, MA, with 32 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,221 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wealth management fees range from 0.25% to 2.00% annually, based on the average daily balance of assets under management. Fees are negotiable at the sole discretion of Pallas Capital Advisors.
Fee Estimator
Location
45 Braintree Hill Office Park, Suite 201, Braintree, MA, 02184
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is an insurance agent providing insurance advice, and also owns rental real estate and holding companies. He is also a trustee and finance committee member for a school and a professional advisors committee member for a community foundation.
Employment History
Current Registrations
Pallas Capital Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Triad Advisors LLCBroker
Goss Advisors
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Prudential Securities IncorporatedBroker
Equity Services, INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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