Overview
- Headquarters
- Los Angeles, CA
- Total Firm Assets
- $42.5 billion
- Average High-Net-Worth Client Portfolio Size
- $3.7 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Forbes 2025: 13
Forbes 2024: 16
Barron's 2025:
18
Barron's 2024:
23
Fee Disclosure
Source: LIDO ADV PART 2A 2.19.2026 (2026-02-19)
· View brochure text
Latest filing: LIDO ADV PART 2A 8.27.2026 (2026-08-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.25% |
| $2,000,001 | and above | 1.00% |
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $55,000 | 1.10% |
| $10 million | $105,000 | 1.05% |
| $50 million | $505,000 | 1.01% |
| $100 million | $1,005,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 86.55%
- Number of High-Net-Worth Clients
- 9,829
- Total Client Accounts
- 42,220
- Discretionary Accounts
- 39,994
- Non-Discretionary Accounts
- 2,226
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 269866
- LIDO ADV PART 2A 8.27.2026 (2026-08-27) · View brochure text
- LIDO ADV PART 2A 2.19.2026 (2026-02-19) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗