Assets Under Management
$338.0M
Number of Clients
158
Number of Advisors
9
Average Client AUM
$2.1M
AUM per Advisor
$37.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
IDB Lido Wealth provides investment management, asset allocation, financial planning, family office services, and retirement/estate planning to high-net-worth clients. They utilize an integrated wealth management approach with various asset classes and strategies, including alternative investments. Affiliates provide additional financial-related services.
| 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 ).
1114 6th Avenue, 9th Floor, New York, NY, 10036