Pegasus Asset Management INC
Assets Under Management
$473.2M
Number of Clients
268
Number of Advisors
3
Avg. Portfolio per Client
$1.8M
Avg. Managed per Advisor
$157.7M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Pegasus Asset Management offers investment advice to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, business entities, and other investment advisors. Pegasus provides discretionary investment advisory services for a fee. They work with clients to develop personalized investment objectives and allocate assets accordingly, providing ongoing monitoring and review. While Pegasus doesn't market itself as a financial planner, it may offer limited consultation services on non-investment matters when specifically requested.
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 the firm's discretion based on various factors. Certain legacy clients may have different pre-existing service offerings and fee schedules.
Fee Estimator
Areas of Practice
Location
44 Whippany Road, Suite 101, Morristown, NJ, 07960