TrueAdvisor
TrueAdvisor
CL
CFP
CL
CFP

Carol Lens

Lido
15 Years of Experience
Cottonwood Heights, UT
View SEC Summary
View SEC Summary

Carol Lens is a CFP-designated registered investment advisor at Lido, based in Cottonwood Heights, UT, with 15 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 13,800 clients with $43B in assets under management.

Lido
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
319 advisors
Number of Clients
13,800 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$42.5B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.25%
$2M+1.00%

Minimum quarterly fee of $2,500 ($10,000 annually) applies. Fees are negotiable based on account size, strategy, and services provided. Acquired firm clients may be subject to different legacy fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6985 Union Park Center, Suite 435, Cottonwood Heights, UT, 84047

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Carol is the Vice President and 100% owner (with spouse) of Property Execs LLC, a rental property business, since 2015. She spends minimal time on various ownership and administrative tasks.

Employment History
Current Registrations
Lido
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Olympus Wealth Management, LLC
March 2020 - September 2025 · 5 yrs 6 mos
J.P. Morgan Securities LLCBroker
December 2016 - August 2018 · 1 yr 8 mos
J.P. Morgan Securities LLC
December 2016 - August 2018 · 1 yr 8 mos
Wells Fargo Clearing Services, LLC
March 2016 - January 2017 · 10 mos
Wells Fargo Clearing Services, LLCBroker
March 2016 - January 2017 · 10 mos
Morgan Stanley
January 2013 - April 2016 · 3 yrs 3 mos
Morgan StanleyBroker
January 2013 - April 2016 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2011 - October 2011 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2011 - October 2011 · 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - February 2011 · 1 yr 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - February 2011 · 1 yr 8 mos
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
March 2008 - June 2009 · 1 yr 3 mos
State Registrations4 states
CAFLTXUT
Advisor

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.

Exams
No exam information available for this advisor.
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