Charles Evangelakos
Charles Evangelakos is a registered investment advisor at Pallas Capital Advisors, LLC, based in Braintree, MA, with 32 years of industry experience. Charles 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
45 Braintree Hill Office Park, Suite 201, Braintree, MA, 02184
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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
Charles is an insurance agent providing insurance advice, and also owns rental real estate and holding companies. He is also a trustee and finance committee member for a school and a professional advisors committee member for a community foundation.
Employment History
Current Registrations
Pallas Capital Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Triad Advisors LLCBroker
Goss Advisors
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Prudential Securities IncorporatedBroker
Equity Services, INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations1 state
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