Rodd Berro is a CFP-designated registered investment advisor at Pegasus Group, LLC, based in Morristown, NJ, with 10 years of industry experience. Rodd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable at Registrant's sole discretion.
Fee Estimator
Location
44 Whippany Road, Suite 101, Morristown, NJ, 07960
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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 →Employment History
Current Registrations
Pegasus Group, LLC
Pegasus Asset Management INC
Previous Registrations
Sports & Entertainment Investment Advisers, LLC
Pegasus Asset Management INC
State Registrations2 states
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