Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lido Advisors charges fees for asset management, financial consulting, and financial planning services. The brochure mentions that certain financial-related services provided through affiliates and third parties may be offset by credits against Lido's Asset Management fee or direct payments. Hourly-based fees ranging from $150 to $650 per hour are paid to a Lido affiliate for administrative services related to certain funds.
Areas of Practice
Advisor Information
Office location
110 N. Miller Ave., 1st Floor, Ann Arbor, MI, 48104
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.
Learn about disclosures →Other Business Activities
Andrew is involved with St. John's Episcopal Church's Finance Committee, Markets Group Private Wealth Advisory Board, CFA Society Detroit, and Huntington Woods Men's Club. These activities are not investment-related.