Pegasus Financial Group LLC
Assets Under Management
$101.8M
Number of Clients
313
Number of Advisors
3
Average Client AUM
$325K
AUM per Advisor
$33.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pegasus Financial Group provides customized investment advisory solutions and financial planning services. Investment strategies are primarily long-term focused, utilizing low-cost, diversified mutual funds and ETFs. Financial planning services are offered on an hourly or annual basis, covering various areas of a client's financial situation.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Investment management fees are based on a percentage of assets under management. For financial planning, hourly fees range up to $300 per hour, and annual fees range up to $3,000 per year. Fees may be negotiable based on the complexity of services and the overall relationship. The brochure does not state a minimum account size.
Areas of Practice
Location
4211 Pleasant Valley Road, Suite 260, Chantilly, VA, 20151