IDB Lido Wealth is a registered investment advisor based in New York that offers an integrated approach to wealth management. IDB Lido Wealth provides investment management, asset allocation, financial planning, family office services, and retirement and estate planning. The registered investment advisor serves individuals, high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, and business entities. Investment management is executed through various strategies including core equities, options-based downside protection, fixed income, and alternative investments such as private funds, real estate debt, and structured notes. The registered investment advisor typically operates on a fully discretionary basis, meaning they make trades on your behalf without asking first, though non-discretionary arrangements are also available. IDB Lido Wealth utilizes its affiliate, Lido Advisors, as a sub-advisor to manage client assets. The firm requires a minimum investment of $1 million to open an account, though this minimum can be waived or adjusted.
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.