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Nathan Feld

Lido
St. Louis, MO
1 Disclosure
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Nathan Feld is a registered investment advisor at Lido, based in St. Louis, MO. Nathan 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
—
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Location

100 Chesterfield Business Parkway, 2nd Floor, St. Louis, MO, 63005

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History

Regulatory History (1)
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Financial
February 2018
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Lido
March 2026 - Present · 7 mos
State Registrations3 states
CAILMO
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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