Michelle Notardonato is a registered investment advisor at Matauro, LLC, based in Charlotte, NC, with 14 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 876 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.55% |
| $7.5M - $10.0M | 0.52% |
| $10.0M - $15.0M | 0.49% |
| $15.0M - $20.0M | 0.46% |
| $20.0M - $30.0M | 0.43% |
| $30.0M - $40.0M | 0.41% |
| $40.0M - $50.0M | 0.39% |
| $50M+ | 0.37% |
Advisory fees are negotiable based on individual client circumstances and account characteristics. At the Firm’s discretion, the assets of related accounts within a household may be aggregated for fee calculation purposes, which may result in a lower effective advisory fee.
Fee Estimator
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michelle is an independent licensed insurance agent in New York, selling life insurance and variable annuities since September 2024.
Employment History
Current Registrations
Matauro, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.