Assets Under Management
$101.8M
Number of Clients
313
Number of Advisors
3
Average Client AUM
$325K
AUM per Advisor
$33.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Pegasus Financial Group offers investment management and financial planning services to individuals, high net worth individuals, estates, trusts, and retirement plans. They create customized investment strategies using low-cost, diversified mutual funds and ETFs, and provide financial planning services on an hourly or annual basis.
| Assets Under Management | 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 Advisor.
4211 Pleasant Valley Road, Suite 260, Chantilly, VA, 20151