Pegasus Financial Group offers investment management and financial planning services. For investment management, Pegasus creates customized portfolios using mutual funds and ETFs, and may include individual stocks or bonds. Financial planning services cover areas like retirement, education, and insurance needs. Pegasus may recommend independent investment managers for a portion of a client's portfolio. They also provide retirement plan advisory services to plan sponsors.
Assets Under Management$100M
Clients313
Advisors3
Avg. per Client$330K
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management (also available separately)
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 Advisor. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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