, same with the div
How Does PEGASUS PARTNERS Help Clients? – Key Takeaways:
Facts and Insights:
Founded in 2005, PEGASUS PARTNERS is a leading financial advisory firm that works closely with clients to help them achieve their financial goals. The firm prides itself on providing personalized and comprehensive financial planning and investment management services to individuals, families, and businesses.
The firm’s team of experienced advisors utilizes their extensive knowledge and expertise in the financial industry to create customized solutions for each client’s unique needs. They take a proactive approach, constantly monitoring market trends and staying up-to-date with the latest financial strategies to ensure their clients’ success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered:
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types:
- Individuals
- Families
- Businesses
Fees & Compensation:
As a fee-based financial advisory firm, PEGASUS PARTNERS charges a percentage of the assets under management as the compensation. This fee structure ensures that the firm’s interests are aligned with those of their clients, as the firm only profits when their clients’ assets grow.
The firm is transparent about their fees and presents them clearly to their clients, making sure there are no surprises or hidden charges. They also offer a complimentary initial consultation to discuss their services and fees with potential clients.
Background:
The founding partners of PEGASUS PARTNERS have over 50 years of combined experience in the financial industry. They have built a team of highly skilled advisors who are committed to providing exceptional service and guidance to their clients. The firm’s culture is centered around professionalism, integrity, and trust.
Financial Advisor Disclosures to Know:
PEGASUS PARTNERS is a registered investment advisor with the Securities and Exchange Commission (SEC). They are legally bound to act in their clients’ best interests at all times, as well as disclose any potential conflicts of interest that may arise.
The firm has a strict code of ethics and conducts regular compliance reviews to ensure they are meeting all regulatory requirements and providing the highest level of service to their clients.