Megan Petruska is a registered investment advisor at Moralis Technologies, LLC, based in Pittsburgh, PA, with 11 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 67 clients with $100M 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% |
Fees may be negotiated, charged as a flat fee, or waived at the firm's discretion based on factors such as account complexity and anticipated future assets.
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 Activities
Megan is the Chief Operations Officer of Moralis Technologies, LLC (DBA Aquinas Wealth Advisors) and MFA Wealth Advisors, LLC, both SEC registered investment advisors, dedicating about 10-20% of her time to each. She is also a partner of Watchdog Xpert, a compliance technology business, spending minimal time on this activity.
Employment History
Current Registrations
Moralis Technologies, LLC
Mfa Wealth Advisors, LLC
State Registrations1 state
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.
Exams
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