Alyssa Weinberger is a CFP-designated registered investment advisor at Lido, based in Los Angeles, CA, with 10 years of industry experience. Alyssa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 12,315 clients with $29B 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% |
A minimum Asset Management fee of $2,500 per quarter ($10,000 annually) applies. Lido will also in certain instance utilize a marginal fee calculation, where Managed Account(s) Assets Amount tiers are each assessed specific Asset Management fees. Lido has discretion to adjust the minimum fee or to waive or adjust the Asset Management fee.
Fee Estimator
Location
1875 Century Park East, Suite 950, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Employment History
Current Registrations
Lido
State Registrations2 states
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