Bohdan Stone is a registered investment advisor at Moralis Technologies, LLC, based in Pittsburgh, PA, with 49 years of industry experience. Bohdan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Socially Responsible Investing. Their firm serves 44 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.65% |
| $100K - $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Moralis Technologies may charge a lower fee, a flat fee, or waive its fee entirely based on various factors. Similarly situated clients could pay different fees.
Fee Estimator
Location
650 Washington Road, Suite 8000, Pittsburgh, PA, 15228
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2001Other Business Activities
Bohdan is an advisor of Moralis Technologies, LLC (DBA Aquinas Wealth Advisors) since March 2024, dedicating nearly full-time hours to this role. He is also an advisor of MFA Wealth Advisors, LLC since March 2024, spending a few hours per week on this activity.
Employment History
Current Registrations
Moralis Technologies, LLC
Mfa Wealth Advisors, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Loeb PartnersBroker
Moore, Leonard & Lynch, IncorporatedBroker
Metropolitan Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.