Pallas Capital Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$500/hr

“Hourly fees range from $300 to $500 based on the complexity of the engagement and the resources provided by the Advisor.”

Flat or project fee

$1,500⁠-⁠$20,000

“Fixed fees range from $1,500 to $20,000.”

Annual fee

$5,000⁠-⁠$30,000/yr

“Family Office Services Family office service fees range from $5,000 to $30,000 per annum paid quarterly in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Pallas Capital Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
• “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Pallas Capital Advisors, LLC’s fees compare

• Its hourly rate of $300-$500 is above the Massachusetts median of $300. 81% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 3 of the 6 other planners in Braintree that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$20,000 spans the Massachusetts median of $4,750. 85% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 5 of the 5 other planners in Braintree that publish a flat or project fee charge less.
• Its annual fee of $5,000-$30,000 spans the Massachusetts median of $8,250. 79% of the 62 other Massachusetts planners that publish an annual fee charge less.
• 2 of the 2 other planners in Braintree that publish an annual fee charge less.

About Pallas Capital Advisors, LLC

• Firm size: 28 employees.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

1,221

Employees

28

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$4,311,253,998

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

310327

Website

pallascapitaladvisors.com (opens in new tab)

Phone

(781) 971-5052

Can advise clients in 27 states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Hawaii, Illinois, Louisiana, Massachusetts, Maryland, Maine, Michigan, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Vermont, Wisconsin

Other planners in Braintree that publish fees

• Dreamfield Planning Group, LLCBraintree$375/hr, $8,500/yr
• Genesis Wealth Advisors, LLCBraintree$500⁠-⁠$5,000
• Kelly Financial Services LLCBraintree$125/qtr, $500/yr
• Little House Capital, LLCBraintree$400/hr, $1,000⁠-⁠$5,000
• MG Financial LLCBraintree$85⁠-⁠$850/hr
• Msa FinancialBraintree$100⁠-⁠$1,000/hr, $1,000⁠-⁠$5,000

Compare all 11 planners in Braintree