Assets Under Management
$29.1B
Number of Clients
12,315
Number of Advisors
259
Average Client AUM
$2.4M
AUM per Advisor
$112.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Lido Advisors provides investment management, financial planning, family office services, insurance, and retirement/estate planning to high-net-worth individuals, family offices, and institutions. They utilize an integrated wealth management approach with various strategies and may use third-party asset managers.
| 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).
1875 Century Park East, Suite 950, Los Angeles, CA, 90067