CLIENT RESOURCES
EMONEY
eMoney is a planning tool we use to help clients plan for important financial decisions and keep track of their accounts. Clients often link outside accounts and use their eMoney page as an aggregator in which they can view the entirety of their financial plan in a single location. In addition to account aggregation, eMoney also offers budgeting, and a host of other financial planning features.
EQUITABLE ADVISORS
This is the official Equitable.com website login. This is the site you'll use if you'd like to access statements, tax documents, update personal information, find account numbers, and a host of other features related to administrative and account management type tasks.
ASSET MANAGEMENT FEES
Our current asset management service is priced using a tiered model based on account size. In this model, there are no maintenance charges, trading fees, or commissions. The annual fee is charged on a quarterly basis and deducted from a cash balance which is maintained in the account. This expense is broken down and distributed as compensation to three parties:
1. LPL's as the Clearing Broker-Dealer and RIA who provides the Investment Platform (statements, tax-forms, reporting, etc.)
2. Equitable Advisors as the Introducing Broker-Dealer
3. MATAURO's compensation for maintaining the financial plan, portfolio design, rebalancing, tactical changes, strategic commentary, and ongoing assessment market events/risks
Note: We welcome accounts of all sizes. That said, certain members of our firm have account minimums and preferences for new client acquisition. Our on-boarding process is designed to match you with the correct advisor to service your account based on the size, nature, and complexity of your planning needs.
ACCOUNT VALUE
FEE ON SUBSEQUENT $1MM
TOTAL FEE
$0 - $1MM
1.0%
1.0%
$1.001 - $2MM
0.85%
0.92%
$2.001 - $3MM
0.75%
0.87%
$3.001 - $4MM
0.65%
0.81%
$4.001 - $5MM
0.55%
0.76%
$5.001 - $6MM
0.45%
0.71%
$6.001 - $7MM
0.35%
0.66%
$7.001 - $8MM
0.25%
0.61%
$8.001 - $9MM
0.15%
0.55%
$9.001 - $10MM+
0.05%
0.50%
DISCLOSURES:
Equitable Advisors, LLC offers products and services of Linsco/Private Ledger (LPL), a broker/dealer and registered investment advisor. Equitable Advisors, LLC, member FINRA/SIPC (Equitable Financial Advisors in MI & TN), serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. Equitable Advisors, LLC serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL investment advisory programs offered through Equitable Advisors' Financial Professionals. Equitable Advisors and its Financial Professionals are not affiliated with LPL Financial.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Matauro is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.