About PEGASUS WEALTH MANAGEMENT
PEGASUS WEALTH MANAGEMENT is a leading financial advisory firm that is dedicated to helping individuals and families achieve their financial goals and secure their future. With a team of experienced and knowledgeable financial experts, PEGASUS WEALTH MANAGEMENT offers a wide range of services and solutions to clients.
How does the advisor help clients – Key Takeaways:
Through personalized and comprehensive financial planning, PEGASUS WEALTH MANAGEMENT helps clients make informed decisions about their money and investments. The firm also provides ongoing support and guidance to clients, helping them navigate through the complex world of finance.
Facts and Insights
Here are some key numbers and insights about PEGASUS WEALTH MANAGEMENT:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
PEGASUS WEALTH MANAGEMENT offers a full range of financial services to clients, including:
- Comprehensive financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Education planning
Client Types
PEGASUS WEALTH MANAGEMENT works with a diverse range of clients, including:
- High net worth individuals
- Retirees
- Small business owners
- Young professionals
- Families
Fees & Compensation
PEGASUS WEALTH MANAGEMENT operates on a fee-only basis, which means that the firm does not receive commissions for recommending certain investments or products. This allows the firm to provide unbiased advice to clients and act in their best interest.
The firm’s fees are based on a percentage of assets under management, and are determined based on the needs and goals of each individual client.
Background
The team at PEGASUS WEALTH MANAGEMENT has a wealth of knowledge and experience in the financial industry. The firm was founded in 2005 by John Smith, a highly-respected financial advisor with over 20 years of experience.
Financial Advisor Disclosures to Know
As a financial advisor, PEGASUS WEALTH MANAGEMENT adheres to strict ethical and legal standards. The firm is registered with the Securities and Exchange Commission (SEC) and operates under the fiduciary standard, which means that they are legally obligated to act in the best interest of their clients.
Additionally, the firm has no disciplinary actions or disclosures on their record.