Moralis Technologies, operating as Aquinas Wealth Advisors and Trinity Wealth Advisors, offers ongoing investment management services using technology and objective advice. They allocate assets across diversified portfolios, rebalancing periodically. Moralis also offers financial planning, access to a qualified custodian, and a values-based investing strategy aligned with Christian and Catholic beliefs. They may engage sub-advisers, with separate fees disclosed. Moralis does not provide legal, accounting, or insurance services.
Assets Under Management$52M
Clients44
Advisors7
Avg. per Client$1.2M
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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