Griffin W Morgan

Idb Lido Wealth, LLC

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Idb Lido Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

158 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$338.0M

Fee Structure

Minimum Investment:$1M

AUM-Based Fees (Tiered)

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 ).

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$10,000

Location

477 Madison Avenue, 6th Floor, New York, NY, 10022

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Griffin Morgan is an Investment Adviser Representative of both Lido Advisors, LLC and IDB Lido Wealth, LLC. He is employed and compensated by Lido Advisors, LLC, but performs similar services for IDB Lido Wealth, LLC due to a services agreement.