Pallas Capital Advisors is a registered investment advisor providing customized wealth management solutions, including investment management, financial planning, and family office services. Pallas Capital Advisors works closely with clients to understand their financial goals, risk tolerance, and personal situation to construct tailored portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds, as well as alternative investments when appropriate. The firm acts legally required to act in your best interest as a fiduciary. In addition to managing investments, Pallas Capital Advisors offers comprehensive financial planning covering retirement, education savings, tax strategies, and estate planning. The firm serves individuals, high net worth individuals, trusts, estates, and retirement plans, and generally does not impose a minimum portfolio size.
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.