Assets Under Management

$29.1B

Number of Clients

12,315

Number of Advisors

259

Average Client AUM

$2.4M

AUM per Advisor

$112.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Lido Advisors provides investment management, financial planning, family office services, insurance, and retirement/estate planning to high-net-worth individuals, family offices, and institutions. They utilize an integrated wealth management approach with various strategies and may use third-party asset managers.

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.25%
$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
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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Location

1875 Century Park East, Suite 950, Los Angeles, CA, 90067

259 Advisors at this firm

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