Mark Moretti is a CFP-designated registered investment advisor at Medwealth Advisors, based in Pittsburgh, PA, with 10 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 13 clients with $9.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MedWealth Advisors offers combined financial planning and investment management services.
For doctors with a net worth below $500,000, the annual advisory fee is the lesser of $450/month or 2% of gross household income.
For doctors with a net worth above $500,000, the annual advisory fee is a percentage of net worth, paid quarterly:
- First $1,000,000 of net worth — 1.00% per year
- Above $1,000,000 of net worth — 0.50% per year
Contact
Mark Moretti
Location
Pittsburgh, PA
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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
Mark works as an independent credit consultant for Superior Tradelines. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Medwealth Advisors
Previous Registrations
Waldron Private Wealth
LPL Financial 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.