Drew Graves is a registered investment advisor at Idb Lido Wealth, LLC, based in New York, NY, with 11 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 158 clients with $340M 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% |
Clients are charged a minimum asset management fee of $2,500 per quarter ($10,000 annually). In some instances, IDB Lido Wealth will utilize a marginal fee calculation, where different asset tiers are assessed specific fees. Fees are negotiable.
Fee Estimator
Location
1114 6th Avenue, 9th Floor, New York, NY, 10036
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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
Drew is the owner of Soaring Student, LLC, providing tutoring and consultation services since 2015. Drew also provides wellness and dating advice, particularly to men struggling with divorce, dedicating minimal time to these activities.
Employment History
Current Registrations
Idb Lido Wealth, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations4 states
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