Pegasus Management Services provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, pensions, and businesses. Investment management is offered on both a discretionary and non-discretionary basis. Financial planning covers a range of topics including financial goals, net worth, cash flow, retirement, risk management, tax reduction, and estate preservation.
Assets Under Management$39M
Clients202
Advisors2
Avg. per Client$190K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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