Nadav Schwartz is a registered investment advisor at Idb Lido Wealth, LLC, based in New York, NY, with 13 years of industry experience. Nadav operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 158 clients with $340M 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 $2.0M | 1.25% |
| $2M+ | 1.00% |
Clients are charged a minimum asset management fee of $2,500 per quarter ($10,000 annually). In some instances, IDB Lido Wealth will utilize a marginal fee calculation, where different asset tiers are assessed specific fees. Fees are negotiable.
Fee Estimator
Location
1114 6th Avenue, 9th Floor, New York, NY, 10036
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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 →Employment History
Current Registrations
Idb Lido Wealth, LLC
Previous Registrations
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Credit Suisse Securities (USA) LLCBroker
Credit Suisse Securities (USA) LLC
Molotsky Tax Advisory Group, LLC
State Registrations4 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.