AJ
CFP

Amit Josef

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
259 advisors
Number of Clients
12,315 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$29.1B

Fee Structure

Hourly Rate:$150 - $650/hr

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
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

1901 Avenue of the Stars, Suite 1901, Los Angeles, CA, 90067

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Lido
January 2025 - Present · 1 yr
Previous Registrations
Avitas Wealth Management, LLC
November 2018 - January 2025 · 6 yrs 2 mos
UBS Financial Services INC.
August 2014 - August 2018 · 4 yrs
UBS Financial Services INC. Broker
August 2014 - August 2018 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2014 - April 2014 · 1 mo
State Registrations3 states
CAFLTX
Advisor
Exams
No exam information available for this advisor.