Ty Mcgilberry
Ty Mcgilberry is a registered investment advisor at Pegasus Management Services L.L.C., based in King of Prussia, PA, with 21 years of industry experience. Ty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 202 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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 upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
King of Prussia, PA
Get directionsHistory
Regulatory History (1)
Financial
September 2017Other Business ActivitiesSells Insurance
Ty is an insurance agent at Pegasus Financial Planning, offering various insurance products since 2013, dedicating a few hours per week. He is also a partner at Empower Mortgage Partners, dealing with commercial mortgages and home equity lines of credit, dedicating minimal time.
Employment History
Current Registrations
Pegasus Management Services L.L.C.
Previous Registrations
Sowell Management
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Vanguard Marketing CorporationBroker
Vanguard Marketing CorporationBroker
State Registrations4 states
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.