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Updated September 18, 2026. Quick answer: Equitable Advisors discloses a maximum, individually negotiated rate of 2.5% in its Equitable Advisors, LLC 2026 Firm Brochure (Form ADV Part 2A) (March 2026). Converted to dollars, that runs $12,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Equitable Advisors, LLC 2026 Firm Brochure (Form ADV Part 2A) (March 2026): “The Account Fee is customarily negotiable (in whole or in part). Each LPL Program as its own maximum Account Fee; the highest account fee in an LPL Program is 2.5% of the client’s account value on an annualized basis, and is usually payable quarterly in advance.”
The published maximum: 2.5% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $6,250 | 2.50% |
| $500,000 | $12,500 | 2.50% |
| $1,000,000 | $25,000 | 2.50% |
| $2,000,000 | $50,000 | 2.50% |
Equitable Advisors’ current (March 2026) Form ADV Part 2A explicitly states in its Item 2 material-changes summary that its old advisory fee chart ‘has been removed and language has been added to provide for negotiability of fees.’ No per-tier, per-dollar-bracket schedule is published; clients invest through LPL advisory programs and the brochure states only a ceiling: the highest Account Fee across LPL Programs generally is 2.5% of account value annually (Retirement Plan/ERISA services are capped lower, generally 0.75%). dollar_at values apply this 2.5% ceiling uniformly (250,000 x 0.025 = $6,250; 500,000 x 0.025 = $12,500; 1,000,000 x 0.025 = $25,000; 2,000,000 x 0.025 = $50,000) as the worst-case/maximum figure a client could be charged; actual negotiated rates are typically lower and are not disclosed in bracket form anywhere in the brochure.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Equitable Advisors’s own published maximum rate runs up to $12,500 a year.
Thinking about leaving Equitable Advisors instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
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Source: WiserAdvisor’s service descriptionSources
- Equitable Advisors, LLC 2026 Firm Brochure (Form ADV Part 2A) (March 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036195
- SEC Investment Adviser Public Disclosure, Equitable Advisors, LLC (CRD #6627): https://adviserinfo.sec.gov/firm/summary/6627
- Equitable Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/6627/PDF/6627.pdf
Methodology. This page was built September 18, 2026, drawing on Equitable Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Is Equitable Advisors a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Equitable Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
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Weighing whether to move ahead? Read the full Equitable Advisors review, including its fiduciary status and what it costs to leave.
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