Julinda Milla is a registered investment advisor at Lido, based in Chicago, IL, with 5 years of industry experience. Julinda 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.
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% |
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
Location
732 W Randolph Street, 6th Floor, Chicago, IL, 60661
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Regulatory History (1)
Financial
February 2017Employment History
Current Registrations
Lido
Previous Registrations
Chauner Securities, INC.Broker
Nuveen Asset Management, LLC
Nuveen Securities, LLCBroker
Morgan StanleyBroker
State Registrations2 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.
Exams
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