Gregory Dukes is a registered investment advisor at Moralis Technologies, LLC, based in Pittsburgh, PA, with 7 years of industry experience. Gregory 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Gregory is an advisor for MFA Wealth Advisors, LLC and Moralis Technologies, LLC, both SEC registered investment advisors, dedicating nearly full-time hours to these roles. He also manages My Cookees LLC, The Dukes Group Inc (holding company for Birthday Skirt LLC), and Birthday Skirt LLC, spending minimal time on each.
Employment History
Current Registrations
Moralis Technologies, LLC
Mfa Wealth Advisors, LLC
State Registrations2 states
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