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Ty Mcgilberry

Pegasus Management Services L.L.C.
22 Years of Experience
King of Prussia, PA
1 DisclosureSells Insurance
View SEC Summary
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Ty Mcgilberry is a registered investment advisor at Pegasus Management Services L.L.C., based in King of Prussia, PA, with 22 years of industry experience. Ty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 202 clients with $39M in assets under management.

Pegasus Management Services L.L.C.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
202 clients
Average Client Portfolio
$192K average
Assets Under Management
$38.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.20%
$500K - $750K1.05%
$750K - $1.0M0.80%
$1.0M - $3.0M0.65%
$3.0M - $5.0M0.50%
$5.0M - $10.0M0.40%
$10M+0.25%

Fees are negotiable based on historical relationships, account composition, and asset types.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

King of Prussia, PA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ty is an insurance agent at Pegasus Financial Planning, offering various insurance products since 2013, dedicating a few hours per week. He is also a partner at Empower Mortgage Partners, dealing with commercial mortgages and home equity lines of credit, dedicating minimal time.

Employment History
Current Registrations
Pegasus Management Services L.L.C.
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Sowell Management
September 2020 - July 2021 · 10 mos
Lincoln Financial Advisors CorporationBroker
October 2017 - September 2020 · 2 yrs 11 mos
Lincoln Financial Advisors Corporation
October 2017 - September 2020 · 2 yrs 11 mos
Securian Financial Services, INC.
June 2013 - October 2017 · 4 yrs 4 mos
Securian Financial Services, INC.Broker
February 2013 - October 2017 · 4 yrs 8 mos
Vanguard Marketing CorporationBroker
August 2008 - February 2013 · 4 yrs 6 mos
Vanguard Marketing CorporationBroker
May 2004 - May 2008 · 4 yrs
State Registrations4 states
DENJPATX
Advisor

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.

Exams
No exam information available for this advisor.
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