Ali Laflamme is a registered investment advisor at Pallas Capital Advisors, LLC, based in Braintree, MA, with 16 years of industry experience. Ali is also registered as a broker, so some compensation may come from commissions on products sold. 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 Activities
Ali is the Director of Operations at Pallas Capital Advisors since 2021. This role involves processing client requests, managing the operations team, and other related tasks, taking nearly full-time hours.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Pallas Capital Advisors, LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Scottrade Investment Management
Scottrade, INC.Broker
State Registrations2 states
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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