Pegasus Financial Group manages investment portfolios and provides financial planning and consulting services for individuals, high net worth individuals, trusts, estates, and retirement plans. Pegasus builds customized portfolios primarily using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds, focusing on long-term goals while considering each client's risk tolerance. In addition to investment management, Pegasus offers financial planning covering retirement, education savings, personal savings, and insurance needs. The firm also provides retirement plan consulting services to businesses. Pegasus operates as a fiduciary, meaning the firm is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees may be negotiable at the sole discretion of the firm. Aggregate assets are taken into consideration.