DS
CFA
DS
CFA
Douglas Saksa
25 Years of Experience
Bainbridge Island, WA
1 Disclosure
Douglas Saksa is a CFA-designated registered investment advisor at Pegasus Investment Management LLC, based in Bainbridge Island, WA, with 25 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $15M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
11 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$15.0M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Fees can be up to 1.5% per annum for margin accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Bainbridge Island, WA
Get directionsHistory
Regulatory History (1)
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Regulatory
June 2011Final
Employment History
Current Registrations
Pegasus Investment Management LLC
October 2000 - Present · 25 yrs 6 mos
State Registrations1 state
WA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.