| 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 ).
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Learn about disclosures →Gregory is involved in numerous investment-related activities, including serving as a member of Lido Advisors Holdings, CEO of Kushner Holdings, CFO of Kushdon Management, and trustee for multiple trusts. He also dedicates about a quarter of his time to Lido Consulting Group, providing advice to family offices and consulting services.