Pegasus Group offers investment advisory services through its affiliated registered investment advisor, Pegasus Asset Management. Pegasus Group works with individuals, high net worth individuals, trusts, estates, and business entities. They develop personalized investment objectives with clients and allocate assets accordingly, providing ongoing monitoring and review. While Pegasus Group doesn't offer financial planning, they may provide limited consultation services on related matters without additional fees.
Assets Under Management$77M
Clients22
Advisors2
Avg. per Client$3.5M
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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