Stuart Katz is a registered investment advisor at Idb Lido Wealth, LLC, based in Los Angeles, CA, with 14 years of industry experience. Stuart 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
1875 Century Park East, Suite 950, Los Angeles, CA, 90067
Get directionsHistory
Regulatory History (1)
Criminal
March 1997Other Business Activities
Stuart is an Investment Adviser Representative of both Lido Advisors, LLC and IDB Lido Wealth, LLC. He is employed and compensated by Lido Advisors, LLC, but performs similar services for IDB Lido Wealth, LLC due to a services agreement.
Employment History
Current Registrations
Idb Lido Wealth, LLC
Lido
Previous Registrations
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLC
Sanford C. Bernstein & CO., LLCBroker
State Registrations8 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.