IDB Lido Wealth offers investment management, financial planning, family office services, and retirement and estate planning. They manage assets on a discretionary or non-discretionary basis, using strategies like core equity, fixed income, and alternative investments. IDB Lido may use third-party asset managers and sub-advisors. Financial planning covers investments, insurance, estate and retirement planning, and tax awareness. Family office services include non-investment related matters. IDB Lido is owned by Lido Advisors, LLC and Israel Discount Bank of New York.
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.