Pallas Capital Advisors offers wealth management services including investment management and financial planning to individuals, high net worth individuals, trusts, estates, and retirement plans. Pallas also provides family office services and retirement plan advisory services. Pallas may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$4.3B
Clients1,221
Advisors26
Avg. per Client$3.5M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management (also available separately)
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.
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Location
26 Advisors at this firm
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