Evan Grey is a registered investment advisor at Matauro, LLC, based in New York, NY, with 13 years of industry experience. Evan 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
1325 Avenue of the Americas, New York, NY, 10019
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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
Evan is an independent licensed insurance agent since 2012, selling life insurance and variable annuities. This activity is investment-related.
Employment History
Current Registrations
Matauro, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations2 states
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