Pegasus Wealth Management offers customized investment management and financial planning services. This includes helping clients with setting financial goals, managing cash flow, tax planning, insurance review, education funding, retirement planning, and estate planning. Pegasus Wealth Management is a fee-only firm and does not sell financial products or accept commissions.
Assets Under Management$2.1M
Clients7
Advisors1
Avg. per Client$300K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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