Dylan Williams is a CFP-designated registered investment advisor at Lido, based in Bellevue, WA, with 10 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 12,315 clients with $29B 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% |
A minimum Asset Management fee of $2,500 per quarter ($10,000 annually) applies. Lido will also in certain instance utilize a marginal fee calculation, where Managed Account(s) Assets Amount tiers are each assessed specific Asset Management fees. Lido has discretion to adjust the minimum fee or to waive or adjust the Asset Management fee.
Fee Estimator
Location
10900 NE 8th Street, Suite 1670, Bellevue, WA, 98004
Get directionsHistory
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
Dylan is a single member LLC of DW Properties 1115 LLC, a real estate rental property in Chandler, AZ, since July 2024. He spends minimal time maintaining the property by hiring contractors.
Employment History
Current Registrations
Lido
Previous Registrations
Edward Jones
Edward JonesBroker
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.