Elias Kaplan is a CFP-designated registered investment advisor at Lido, based in New York, NY, with 4 years of industry experience. Elias 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
489 Fifth Ave, 2nd Floor, New York, NY, 10017
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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
Elias is a director of Vista Hill Limited, a UK holding company that owns shares of Aguada Park, a real estate business in Uruguay. He spends minimal time managing financials for this role.
Employment History
Current Registrations
Lido
Previous Registrations
Altfest Personal Wealth Management
State Registrations4 states
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