PEGASUS PARTNERS
Mequon, Wisconsin
5.0
1 Review
Pegasus Partners is a local investment advisory firm based out of Mequon, WI, with 21 employees and one office. With a strong focus on investment advisory services, 12 employees are dedicated to providing expert advice to their clients. The firm boasts an impressive average of $204,370,000 in assets under management per investment advisor, which exceeds the industry average. Pegasus Partners has built a solid reputation by offering a variety of compensation structures, including a percentage of assets under management. As a result, the firm manages approximately 78% of their assets on a discretionary basis, demonstrating their ex...
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Assets Under Mgmt

$2.45B

Investment Professionals

12

Locations

0

% 401K & Individual

3%

% Discretionary

78%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
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