Tyler Howells is a registered investment advisor at Moralis Technologies, LLC, based in Pittsburgh, PA. Tyler 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
Get directionsHistory
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 →Employment History
Current Registrations
Mfa Wealth Advisors, LLC
Moralis Technologies, 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
More Advisors
- Christopher Mcmahon, ChFCMoralis Technologies, LLC
- Christopher Mccoy, CFPMadison Partners
- Jennifer Hall, CFPLange Financial Group, LLC
- Carrie Coghill, CFPKestra Advisory Services, LLC
- Danielle Reitz, CFPAprio Wealth Management, LLC
- Jacob Durbin, CFPForvis Mazars Wealth Advisors, LLC