Fee-only basis
If a client determines to engage Pegasus Asset Management, Inc. to provide discretionary investment advisory services on a fee-only basis, Pegasus’ annual investment advisory fee shall be based upon a percentage (%) of the market value and type of assets placed under the Registrant’s management (between 0.50% and 1.25%) as follows:
As fee-based managers, we are not broker-dealers; therefore, we do not charge commissions. Financial decisions are made in the best interest of our clients. Our growth depends on how successfully we manage your portfolio. An investment in Pegasus Asset Management, Inc. is an investment in your future.