AI

Andrew Ielmini

6 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

2101 Cedar Springs Road, Suite 650, Dallas, TX, 75201

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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
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Neuberger Berman Bd LLC
September 2023 - July 2024 · 10 mos
Neuberger Berman Bd LLC Broker
September 2023 - July 2024 · 10 mos
RBC Capital Markets, LLC
May 2019 - September 2023 · 4 yrs 4 mos
RBC Capital Markets, LLC Broker
March 2019 - September 2023 · 4 yrs 6 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Andrew Ielmini - Financial Advisor | AdvisorDiscover