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.

GET IN TOUCH:

CONTACT US:

Tel: 212.408.9565 

Email: info@matauro.com

1290 Avenue of the Americas , 4th Floor, New York, NY, 10104

California Insurance License #: Matthew Klein - 0K57272, Barrett Tabeek - 0I40339, Eliran Abekassis - 0K66096, Allie Fraser - 0k77074, Steven Vanhooker - 0K13368, Benjamin Manley - 0K48657, Evan Grey - # 0K92604, John Bretti - 4011689, Adriano Pisarri - 0L23869.

Matthew Klein, Barrett Tabeek, Steven Vanhooker, Adrian Pisarri have earned the Retirement Planning Specialist title.  The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning form the Wharton School, University of Pennsylvania.  In collaboration between the Wharton School and Equitable Advisors’ affiliate Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements.  To verify that an FP has earned and holds the title in good standing, contact Equitable Financial atretirement@equitable.com.  Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

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.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer.  For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

 

MATAURO is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-146548 (Rev. 6/15/20) (Exp. 10/2023)

Check the background of this financial professional on FINRA's BrokerCheck​