Pegasus Investment Management (PIM) is owned and managed by Douglas Saksa. PIM offers investment advice on stocks, bonds, and futures, taking into account client risk tolerance and preferences. PIM manages both discretionary and non-discretionary accounts. Investment recommendations are based on economic, business fundamentals, and technical analysis, focusing on larger, liquid companies with improving fundamentals.
Assets Under Management$15M
Clients11
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Fees can be up to 1.5% per annum for margin accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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