Overview
- Headquarters
- New York, NY
- Total Firm Assets
- $47.3 billion
- Average High-Net-Worth Client Portfolio Size
- $1.0 million
Fee Disclosure
Source: EQUITABLE ADVISORS, LLC PART 2A (2026-09-30) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.00% – 2.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $25,000 | 2.50% |
| $5 million | $125,000 | 2.50% |
| $10 million | $250,000 | 2.50% |
| $50 million | $1,250,000 | 2.50% |
| $100 million | $2,500,000 | 2.50% |
Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 76.04%
- Number of High-Net-Worth Clients
- 35,521
- Total Client Accounts
- 99,022
- Discretionary Accounts
- 47,356
- Non-Discretionary Accounts
- 51,666
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 6627
- EQUITABLE ADVISORS, LLC PART 2A (2026-09-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗