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
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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Alyssa is involved with several entities, including Lido Consulting Group LLC where she provides advice to family offices and organizes events, dedicating about a quarter of her time. She also holds managing member positions in Lido Flamingo, LLC and Oakhurst Investments LLC, and is a member of Lido Advisors Holding, LLC and HBW Family Office LLC, spending minimal time on each.