Christopher Mcmahon is a ChFC-designated registered investment advisor at Moralis Technologies, LLC, based in Pittsburgh, PA, with 21 years of industry experience. Christopher 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.
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
Christopher is an insurance agent for Mass Mutual, dedicating a few hours per week. He is also President/CEO/sole owner of multiple investment-related companies: Moralis Technologies LLC (DBA Aquinas Wealth Advisors), MFA Wealth Advisors LLC, MFA Wealth LegacyCo LLC, and MFA Wealth Holdings LLC, spending a significant amount of time on these ventures. Finally, Christopher is an author, spending minimal time promoting his book.
Employment History
Current Registrations
Moralis Technologies, LLC
Mfa Wealth Advisors, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
State Registrations4 states
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