David Haddad is a registered investment advisor at Idb Lido Wealth, LLC, based in New York, NY, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 209 clients with $480M 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% |
Fees are subject to a minimum of $2,500 per quarter ($10,000 annually). Fees are negotiable based on account size, strategy, and overall relationship.
Fee Estimator
Location
489 Fifth Avenue, 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
David 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.
Employment History
Current Registrations
Idb Lido Wealth, LLC
Lido
Previous Registrations
Mosif Capital LLC
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.
Exams
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