Equitable Advisors, LLC
Assets Under Management
$34.7B
Number of Clients
65,561
Number of Advisors
4070
Average Client AUM
$529K
AUM per Advisor
$8.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Equitable Advisors offers financial planning and asset management services. Financial planning includes various topics like retirement, education, and estate planning. Asset management includes referrals to third-party asset managers (TAMPs) and LPL Financial programs. IARs may have limitations on the services they can provide, and clients should discuss these limitations and potential conflicts of interest with their IAR.
Fee Structure
The firm offers both fee and non-fee financial planning programs. Fees for seminars and corporate financial planning are negotiable. Asset management services are fee-based, with fees paid to TAMPs or LPL Financial, a portion of which may be shared with Equitable Advisors. The brochure mentions that the advisory fee chart has been updated to reflect current fee minimums and maximums paid to Equitable Advisors and to reflect the current programs offered.
Areas of Practice
Location
1345 Avenue of the Americas, New York, NY, 10105
