William Mcmahon is a registered investment advisor at Moralis Technologies, LLC, based in Pittsburgh, PA, with 8 years of industry experience. William 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 →Employment History
Current Registrations
Mfa Wealth Advisors, LLC
Moralis Technologies, LLC
Previous Registrations
Morgan Stanley & CO. LLCBroker
State Registrations2 states
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