Assets Under Management
$29.1B
Number of Clients
12,315
Number of Advisors
259
Average Client AUM
$2.4M
AUM per Advisor
$112.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lido Advisors provides investment management, asset allocation, financial planning, family office services, insurance, and retirement and estate planning. They serve high-net-worth individuals, family offices, pensions, and other entities. Lido utilizes an integrated wealth management approach and may use third-party asset managers and sub-advisers.
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
Location
1875 Century Park East, Suite 950, Los Angeles, CA, 90067