| Assets Under Management | 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).
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Learn about disclosures →Alyssa is involved with several entities, including Lido Consulting Group LLC where she provides advice to family offices and organizes events, dedicating about a quarter of her time. She also holds managing member positions in Lido Flamingo, LLC and Oakhurst Investments LLC, and is a member of Lido Advisors Holding, LLC and HBW Family Office LLC, spending minimal time on each.