Cynthia Knowlton is a CFA-designated registered investment advisor at Lido, based in Boulder, CO, with 1 years of industry experience. Cynthia 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
4840 Pearl East Circle, Suite 300E, Boulder, CO, 80301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Cynthia owns rental property in Boulder, CO as a private investment since 2001, requiring minimal time. She is also the Secretary of the Board for CFA Society Colorado since July 2024, spending minimal time on record keeping, meeting minutes, and coordinating marketing.
Employment History
Current Registrations
Lido
State Registrations2 states
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