Lido Advisors, LLC offers an integrated wealth management approach designed to help clients achieve their financial goals while managing market risks and volatility. The firm provides discretionary and non-discretionary investment management, asset allocation, financial planning, family office services, tax consulting, and estate planning coordination. Lido Advisors constructs portfolios using a wide range of assets, including equities, fixed income, structured notes, options-based strategies like "Cap and Cushion," and alternative investments such as private funds and real estate debt. The firm serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and business entities through offices across the United States.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Minimum quarterly fee of $2,500 ($10,000 annually) applies. Fees are negotiable based on account size, strategy, and services provided. Acquired firm clients may be subject to different legacy fee schedules.