Sanjeev Sardana is a registered investment advisor at Lido, based in Los Angeles, CA, with 27 years of industry experience. Sanjeev 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
1875 Century Park East, Suite 950, Los Angeles, CA, 90067
Get directionsHistory
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
Sanjeev is a member of SPN Capital, LLC, the manager of a private real estate fund, dedicating minimal time. He is also the Chairman of BluePointe Ventures, LLC, the manager of BluePointe Ventures Funds, also dedicating minimal time.
Employment History
Current Registrations
Lido
Previous Registrations
Bluepointe Capital Management, LLC
Credit Suisse Securities
Donaldson Lufkin & Jenrette Securities Corporation
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.