Akiva Zvi Glazerson

Lido

8 Years of Experience

View SEC Summary

Firm Information

Lido

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.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Advisor Information

Office location

1875 Century Park East, Suite 950, Los Angeles, CA, 90067

Get directions

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.