| Assets Under Management | 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).
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Learn about disclosures →Adam is a Vice President, Wealth Adviser, and IAR at Lido Advisors, L.L.C., providing financial services and advising clients. This is a full-time role involving business development and relationship management.