Lido Advisors is an independent wealth management firm for high net worth indivdiuals and family offices. Using an open architecture, Lido chooses the best in class in selecting it's investments and is paid by charging an asset management fee as a percentage of assets under management. There are no commissions, fees, or any other unknown "markups" to the clients.
9100 Wilshire Blvd Beverly Hills, CA 90212-3437 -
Lido Advisors Inc. is an employee owned Registered Investment Advisor that provides, objective, independent advice regarding asset allocation, money manager selection and personal financial planning for high net-worth individuals. Lido also acts as the Family Office for some of it's clients. In this role, Lido acts as the point of contact in working with the family's CPA/Business Manager, Estate Planning Attorney, Insurance Agent, and all other professionals that have been hired by Lido on behalf of the client.
Wealth Management, Family Office, Financial Planning, Sucession Planning.
Client accounts range in size from $250,000 to $50,000,000.
High Net Worth Individuals, Families, Foundations, Charities.