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Andrew Krout

12 Years of Experience
Braintree, MA

Andrew Krout is a registered investment advisor at Pallas Capital Advisors, LLC, based in Braintree, MA, with 12 years of industry experience. Andrew 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,221 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$4.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

45 Braintree Hill Office Park, Suite 201, Braintree, MA, 02184

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Pallas Capital Advisors, LLC
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
De Groote Financial Group, LLC
July 2019 - September 2023 · 4 yrs 2 mos
Kelly Financial Services LLC
April 2018 - July 2019 · 1 yr 3 mos
Kelly Financial Services LLC
May 2014 - February 2018 · 3 yrs 9 mos
State Registrations1 state
MA
Advisor

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
No exam information available for this advisor.
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