Brooke Napiwocki is a CFP-designated registered investment advisor at Lido, based in Mequon, WI, with 11 years of industry experience. Brooke 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
1333 West Towne Square Road, Mequon, WI, 53092
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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
Brooke is the Founder and Chief Wellness Officer of Be Financially Well, LLC, an education company focused on financial wellness. She spends minimal time on this activity, approximately one hour per month, during securities trading hours.
Employment History
Current Registrations
Lido
Previous Registrations
Pegasus Partners
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
LPL Financial LLCBroker
LPL Financial LLC
Bronfman E.L. Rothschild, L.P.
State Registrations4 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.