Mark Kasimirsky is a registered investment advisor at Moralis Technologies, LLC, based in Pittsburgh, PA, with 8 years of industry experience. Mark 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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is an insurance agent for Mass Mutual and may earn commissions from other insurance companies, dedicating a few hours per week. He is also an advisor for Moralis Technologies, LLC and MFA Wealth Advisors, LLC, spending nearly full-time on these activities, and president of Back Porch Innovations, a home goods retailer, spending minimal time.
Employment History
Current Registrations
Moralis Technologies, LLC
Mfa Wealth Advisors, LLC
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.