Pegasus Management Services offers customized investment management and financial planning services to individuals, high-net-worth clients, and businesses. Founded in 2021 and based in King of Prussia, Pennsylvania, the firm builds personalized portfolios using fundamental and technical analysis, with options for both discretionary trading and non-discretionary strategies where clients approve every transaction. In addition to managing investment portfolios, Pegasus Management Services provides comprehensive financial planning covering retirement strategies, cash flow analysis, tax reduction planning, estate preservation, and risk management. The firm also assists qualified retirement plan sponsors with fiduciary services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.05% |
| $750K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are negotiable based on historical relationships, account composition, and asset types.