Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Clients are charged a minimum Asset Management fee of $2,500 per quarter ($10,000 annually). IDB Lido will also in certain instance utilize a marginal fee calculation , where Managed Assets Amount tiers are each assessed specific Asset Management fees.
Fee Estimator
IDB Lido typically charges an annual fee based on the total assets managed. The annual fee is 1.25% on assets under $2,000,000 and 1.00% on assets of $2,000,000 and higher. There is a minimum quarterly fee of $2,500, which equals $10,000 annually. Note that when managed assets are less than $800,000, the minimum fee paid equals more than 1.25% of the managed assets. IDB Lido may also utilize a marginal fee calculation, where Managed Assets Amount tiers are each assessed specific Asset Management fees.
Areas of Practice
Advisor Information
Office location
1875 Century Park East, Suite 950, Los Angeles, CA, 90067
Get directionsRegulatory 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.
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Robert is a committee member for the Jacobson Jewish Community Foundation since 2017 and a member of the investment committee for Ruth & Norman Rales Jewish Family Services since 2020. He dedicates minimal time to each of these non-profit organizations.