Peter Gillis is a registered investment advisor at Pallas Capital Advisors, LLC, based in Oak Bluffs, MA, with 28 years of industry experience. Peter 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
Oak Bluffs, MA
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Regulatory History (1)
Criminal
June 1998Employment History
Current Registrations
Pallas Capital Advisors, LLC
Previous Registrations
Piper Sandler & CO.Broker
Sandler, O'neill & Partners, L.P.Broker
Rodman & Renshaw INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.