Praveena Naduthota
Praveena Naduthota is a registered investment advisor at Pallas Capital Advisors, LLC, based in Westford, MA, with 2 years of industry experience. Praveena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. 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
Pallas Capital Advisors charges a percentage of your portfolio each year for wealth management services. The fees range from 0.25% to 2.00% annually. Fees are paid quarterly, in advance, based on the average daily balance of your portfolio during the prior quarter. Fees may be negotiable. Pallas may recommend independent managers, but the total blended fee will not exceed 2.00% annually.
Location
Westford, MA
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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
Praveena works full-time in insurance sales since November 2023. She also holds a full-time position as a Global Business Transformation Lead in manufacturing since January 2003.
Employment History
Current Registrations
Pallas Capital Advisors, LLC
State Registrations1 state
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