| 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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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 →Griffin Morgan 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.