Pegasus Wealth Management is a fee-only registered investment advisor based in Richmond, Texas, offering comprehensive wealth management, investment management, and financial planning services. Pegasus Wealth Management helps clients set financial objectives, manage cash flows, review taxes and insurance, plan for retirement, fund education, and organize estate planning. The firm builds portfolios primarily using no-load or low-load mutual funds, exchange-traded funds, stocks, and bonds, and can also manage held-away retirement accounts through account aggregation tools. Clients retain asset control, and although Pegasus Wealth Management holds trading authority under a limited power of attorney, trades are placed with the client's direct approval. Pegasus Wealth Management serves individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations, with financial planning services included at no additional cost for clients investing more than $1 million.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable under certain circumstances. Clients with more than $1 million in managed assets receive financial planning services included in the investment management fee.