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David Slupe

Pegasus Financial Group LLC
7 Years of Experience
Chantilly, VA
BrokerSells Insurance
View SEC Summary
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David Slupe is a registered investment advisor at Pegasus Financial Group LLC, based in Chantilly, VA, with 7 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 204 clients with $120M in assets under management.

Pegasus Financial Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
204 clients
Average Client Portfolio
$600K average
Assets Under Management
$122.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.95%
$500K - $1.0M0.90%
$1.0M - $3.0M0.85%
$3M+0.75%

Fees may be negotiable at the sole discretion of the firm. Aggregate assets are taken into consideration.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4211 Pleasant Valley Road, Suite 260, Chantilly, VA, 20151

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

David is an insurance agent selling non-variable insurance since 2018 and a notary public since 2018. He is also a financial advisor with Pegasus Financial Group since 2019 and a director at Aging Consultants Group since 2019.

Employment History
Current Registrations
Pegasus Financial Group LLC
May 2019 - Present · 7 yrs 5 mos
United Planners' Financial Services of America a Limited PartnerBroker
March 2019 - Present · 7 yrs 7 mos
State Registrations3 states
DEMDVA
AdvisorBrokerBoth

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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