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obligation.","Pros",{"_uid":1168,"text":1169,"title":1217,"component":1021},"3e5a2850-7583-4378-9573-2365f8154d97",{"type":15,"content":1170},[1171],{"type":888,"content":1172},[1173,1184,1195,1206],{"type":891,"content":1174},[1175],{"type":18,"attrs":1176,"content":1177},{"textAlign":34},[1178,1182],{"text":1179,"type":22,"marks":1180},"High minimum investment",[1181],{"type":38},{"text":1183,"type":22}," $1M+ typically required.",{"type":891,"content":1185},[1186],{"type":18,"attrs":1187,"content":1188},{"textAlign":34},[1189,1193],{"text":1190,"type":22,"marks":1191},"Relatively high fees",[1192],{"type":38},{"text":1194,"type":22}," 1%–1.25% AUM; $10K minimum.",{"type":891,"content":1196},[1197],{"type":18,"attrs":1198,"content":1199},{"textAlign":34},[1200,1204],{"text":1201,"type":22,"marks":1202},"Limited fee transparency",[1203],{"type":38},{"text":1205,"type":22}," details in filings/agreements.",{"type":891,"content":1207},[1208],{"type":18,"attrs":1209,"content":1210},{"textAlign":34},[1211,1215],{"text":1212,"type":22,"marks":1213},"No robo-advisor option",[1214],{"type":38},{"text":1216,"type":22}," fully advisor-led service.","Cons",{"_uid":1219,"text":1220,"title":1264,"component":1021},"661d3cf6-6163-4bd7-bad5-4c1b0c5377c3",{"type":15,"content":1221},[1222],{"type":888,"content":1223},[1224,1234,1244,1254],{"type":891,"content":1225},[1226],{"type":18,"attrs":1227,"content":1228},{"textAlign":34},[1229],{"text":1230,"type":22,"marks":1231},"Affluent investors with complex needs",[1232],{"type":129,"attrs":1233},{"color":773},{"type":891,"content":1235},[1236],{"type":18,"attrs":1237,"content":1238},{"textAlign":34},[1239],{"text":1240,"type":22,"marks":1241},"Families seeking multigenerational planning: ",[1242],{"type":129,"attrs":1243},{"color":773},{"type":891,"content":1245},[1246],{"type":18,"attrs":1247,"content":1248},{"textAlign":34},[1249],{"text":1250,"type":22,"marks":1251},"Clients interested in alternative investments",[1252],{"type":129,"attrs":1253},{"color":773},{"type":891,"content":1255},[1256],{"type":18,"attrs":1257,"content":1258},{"textAlign":34},[1259],{"text":1260,"type":22,"marks":1261},"Investors who value personal relationships",[1262],{"type":129,"attrs":1263},{"color":773},"Who is Lido advisors best for?",{"id":1266,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1267,"copyright":12,"fieldtype":1268,"meta_data":1269,"is_external_url":543},108543830931156,"https://a.storyblok.com/f/185166/1280x720/f568cd51a3/lido-advisors.webp","asset",{},"Lido Advisors","https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","company-summary-box","Lido Advisors is a US-based registered investment advisory firm that provides personalized wealth management and financial planning services.","Not sure if Lido suits your needs? Let Unbiased find a financial advisor that does",{"_uid":1276,"data":1277,"component":814},"25dca9fa-8b57-4c08-9649-86cb9e7f61e5",{"type":15,"content":1278},[1279,1287,1295,1303,1312,1378,1386,1468,1476,1484,1492,1500,1508,1516],{"type":764,"attrs":1280,"content":1281},{"level":766,"textAlign":34},[1282],{"text":1283,"type":22,"marks":1284},"What are the pros and cons of Lido Advisors?",[1285],{"type":129,"attrs":1286},{"color":773},{"type":18,"attrs":1288,"content":1289},{"textAlign":34},[1290],{"text":1291,"type":22,"marks":1292},"Lido Advisors offers a full-service, advisor-led wealth management approach for high-net-worth and ultra-high-net-worth clients. It combines investment and tax management, estate planning, and philanthropic coordination into a single framework.",[1293],{"type":129,"attrs":1294},{"color":773},{"type":18,"attrs":1296,"content":1297},{"textAlign":34},[1298],{"text":1299,"type":22,"marks":1300},"Its primary advantages include access to alternative investments, in-house expertise across multiple areas, and a personalized, comprehensive service. However, Lido Advisors is ideal for affluent investors, while its lack of fee transparency and automation may limit its appeal to DIY investors and those with smaller portfolios.",[1301],{"type":129,"attrs":1302},{"color":773},{"type":764,"attrs":1304,"content":1306},{"level":1305,"textAlign":34},3,[1307],{"text":1308,"type":22,"marks":1309},"The pros of Lido Advisors",[1310],{"type":129,"attrs":1311},{"color":773},{"type":888,"content":1313},[1314,1330,1346,1362],{"type":891,"content":1315},[1316],{"type":18,"attrs":1317,"content":1318},{"textAlign":34},[1319,1325],{"text":1320,"type":22,"marks":1321},"Integrated, multidisciplinary expertise: ",[1322,1324],{"type":129,"attrs":1323},{"color":773},{"type":38},{"text":1326,"type":22,"marks":1327},"Lido has in-house and affiliated professionals to coordinate investments, taxes, philanthropy, and multigenerational planning within a unified structure. ",[1328],{"type":129,"attrs":1329},{"color":773},{"type":891,"content":1331},[1332],{"type":18,"attrs":1333,"content":1334},{"textAlign":34},[1335,1341],{"text":1336,"type":22,"marks":1337},"Access to alternative strategies.",[1338,1340],{"type":129,"attrs":1339},{"color":773},{"type":38},{"text":1342,"type":22,"marks":1343}," Lido combines traditional investments with alternative approaches, such as private funds, real estate, and structured strategies, reflecting its focus on broader wealth factors such as taxes, liquidity, and legacy planning.",[1344],{"type":129,"attrs":1345},{"color":773},{"type":891,"content":1347},[1348],{"type":18,"attrs":1349,"content":1350},{"textAlign":34},[1351,1357],{"text":1352,"type":22,"marks":1353},"Personalized and comprehensive service: ",[1354,1356],{"type":129,"attrs":1355},{"color":773},{"type":38},{"text":1358,"type":22,"marks":1359},"Advisors deliver long-term advice, emphasizing trust, confidentiality, and clear communication and reflecting a high-touch service instead of a transactional one. ",[1360],{"type":129,"attrs":1361},{"color":773},{"type":891,"content":1363},[1364],{"type":18,"attrs":1365,"content":1366},{"textAlign":34},[1367,1373],{"text":1368,"type":22,"marks":1369},"SEC oversight: ",[1370,1372],{"type":129,"attrs":1371},{"color":773},{"type":38},{"text":1374,"type":22,"marks":1375},"As an investment advisor registered with the Securities and Exchange Commission (SEC), Lido operates under fiduciary obligations to act solely in its clients’ best interests.",[1376],{"type":129,"attrs":1377},{"color":773},{"type":764,"attrs":1379,"content":1380},{"level":1305,"textAlign":34},[1381],{"text":1382,"type":22,"marks":1383},"The cons of Lido Advisors",[1384],{"type":129,"attrs":1385},{"color":773},{"type":888,"content":1387},[1388,1420,1436,1452],{"type":891,"content":1389},[1390],{"type":18,"attrs":1391,"content":1392},{"textAlign":34},[1393,1399,1404,1415],{"text":1394,"type":22,"marks":1395},"High account minimums: ",[1396,1398],{"type":129,"attrs":1397},{"color":773},{"type":38},{"text":1400,"type":22,"marks":1401},"A minimum of ",[1402],{"type":129,"attrs":1403},{"color":773},{"text":1405,"type":22,"marks":1406},"$1 million in investable assets",[1407,1410,1413],{"type":31,"attrs":1408},{"href":1409,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.lidoadvisors.com/sites/default/files/LAL%20ADV%20Part%202A%20Brochure%203.28.24_1.pdf",{"type":129,"attrs":1411},{"color":1412},"#1155CC",{"type":1414},"underline",{"text":1416,"type":22,"marks":1417}," is generally required, making the service less accessible to investors with smaller portfolios.",[1418],{"type":129,"attrs":1419},{"color":773},{"type":891,"content":1421},[1422],{"type":18,"attrs":1423,"content":1424},{"textAlign":34},[1425,1431],{"text":1426,"type":22,"marks":1427},"Relatively high advisory fees: ",[1428,1430],{"type":129,"attrs":1429},{"color":773},{"type":38},{"text":1432,"type":22,"marks":1433},"The firm charges 1.25% on assets under $2 million and 1% on assets above $2 million, with a $10,000 annual minimum fee, which may be higher than many digital or hybrid platforms. ",[1434],{"type":129,"attrs":1435},{"color":773},{"type":891,"content":1437},[1438],{"type":18,"attrs":1439,"content":1440},{"textAlign":34},[1441,1447],{"text":1442,"type":22,"marks":1443},"Limited fee transparency: ",[1444,1446],{"type":129,"attrs":1445},{"color":773},{"type":38},{"text":1448,"type":22,"marks":1449},"Detailed pricing is disclosed only in regulatory filings or client agreements, but not on the website.",[1450],{"type":129,"attrs":1451},{"color":773},{"type":891,"content":1453},[1454],{"type":18,"attrs":1455,"content":1456},{"textAlign":34},[1457,1463],{"text":1458,"type":22,"marks":1459},"No automated investing platform:",[1460,1462],{"type":129,"attrs":1461},{"color":773},{"type":38},{"text":1464,"type":22,"marks":1465}," Lido does not offer a robo-advisor or algorithm-based portfolio service, focusing instead on advisor-led management.",[1466],{"type":129,"attrs":1467},{"color":773},{"type":18,"attrs":1469,"content":1470},{"textAlign":34},[1471],{"text":1472,"type":22,"marks":1473},"Lido Advisors provides a full-service, advisor-led experience with many resources for complex financial planning and investment management.",[1474],{"type":129,"attrs":1475},{"color":773},{"type":18,"attrs":1477,"content":1478},{"textAlign":34},[1479],{"text":1480,"type":22,"marks":1481},"It may be well-suited to clients who value hands-on fiduciary advice and integrated planning, but it is less ideal for those seeking lower-cost or DIY digital options.",[1482],{"type":129,"attrs":1483},{"color":773},{"type":764,"attrs":1485,"content":1486},{"level":766,"textAlign":34},[1487],{"text":1488,"type":22,"marks":1489},"Lido Advisors fees: how much does it cost?",[1490],{"type":129,"attrs":1491},{"color":773},{"type":18,"attrs":1493,"content":1494},{"textAlign":34},[1495],{"text":1496,"type":22,"marks":1497},"Lido Advisors uses a traditional, tiered asset-based pricing structure that varies by portfolio size and required services.",[1498],{"type":129,"attrs":1499},{"color":773},{"type":18,"attrs":1501,"content":1502},{"textAlign":34},[1503],{"text":1504,"type":22,"marks":1505},"Clients pay an annual advisory fee calculated as a percentage of assets under management (AUM), billed quarterly in advance.",[1506],{"type":129,"attrs":1507},{"color":773},{"type":18,"attrs":1509,"content":1510},{"textAlign":34},[1511],{"text":1512,"type":22,"marks":1513},"The firm also offers financial planning and consulting services that may incur separate fixed or hourly fees, and clients are responsible for extra third-party costs such as fund expenses, trading, and custody fees.",[1514],{"type":129,"attrs":1515},{"color":773},{"type":18,"attrs":1517,"content":1518},{"textAlign":34},[1519],{"type":1520},"hard_break",{"_uid":1522,"caption":12,"content":1523,"component":1541,"show_search":543,"paste_content":1542,"number_of_rows":1566,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"6f4cc534-d35b-4334-a725-8dc55c559ddb",{"tbody":1524,"thead":1534,"fieldtype":1540},[1525],{"_uid":1526,"body":1527,"component":1533},"b2fd0e22-1c7f-49cb-b417-b65527a3bc70",[1528,1531],{"_uid":1529,"value":12,"component":1530},"0287b821-b20b-440f-9473-32f205105a80","_table_col",{"_uid":1532,"value":12,"component":1530},"7080faf6-aefa-4a99-b919-98ad10977f9c","_table_row",[1535,1538],{"_uid":1536,"value":12,"component":1537},"e00b82d5-6230-46b5-bd7a-acb40ae30d21","_table_head",{"_uid":1539,"value":12,"component":1537},"c5786b6f-efe2-41af-ad2e-32a5573ddd38","table","article-table",{"type":15,"content":1543},[1544,1549,1554,1559,1564],{"type":18,"attrs":1545,"content":1546},{"textAlign":34},[1547],{"text":1548,"type":22},"Fee type\tHow it’s charged\tDetails\tNotes",{"type":18,"attrs":1550,"content":1551},{"textAlign":34},[1552],{"text":1553,"type":22},"Advisory (Asset management) fee\tPercentage of AUM; billed quarterly in advance.\t1.25% on assets under $2 million; 1% on assets over $2 million; minimum $2,500 per quarter ($10,000 a year).\tThe fees can lift the effective rate above 1.25% for accounts under $800,000.",{"type":18,"attrs":1555,"content":1556},{"textAlign":34},[1557],{"text":1558,"type":22},"Consultation/financial planning\tAn hourly, fixed, or percentage-based fee.\tUsually $500/hour; fixed-fee or asset-based contracts are negotiable.\tCharged separately from the asset management fee.",{"type":18,"attrs":1560,"content":1561},{"textAlign":34},[1562],{"text":1563,"type":22},"Other fees and costs\tPass-through expenses.\tFund expenses, custodian/broker-dealer commission, account/custody fees. Third-party/sub-advisor manager fees, if applicable.\tThese are in addition to Lido’s advisory or planning fees.",{"type":18,"attrs":1565},{"textAlign":34},"10",{"_uid":1568,"data":1569,"component":814},"31af584b-84e3-42f9-9df5-cabf00d17f71",{"type":15,"content":1570},[1571,1579,1587,1596,1618,1626,1634,1643,1651,1659,1667,1732,1740,1790,1799,1807,1815,1823,1831,1839,1847,1856,1864,1872,1880,1888,1896,1901,1906,1919,1930,1935,1943,1951,1956,2003,2011],{"type":18,"attrs":1572,"content":1573},{"textAlign":34},[1574],{"text":1575,"type":22,"marks":1576},"Lido Advisors follows a traditional AUM model: 1.25% for under $2 million, 1% for over $2 million, with a $10,000 annual minimum, plus separately billed planning, consultation and third-party, custody and fund costs.",[1577],{"type":129,"attrs":1578},{"color":773},{"type":18,"attrs":1580,"content":1581},{"textAlign":34},[1582],{"text":1583,"type":22,"marks":1584},"This structure is suitable for those looking for long-term advice from a financial advisor, but can be comparatively expensive for those with smaller portfolios due to the minimum. ",[1585],{"type":129,"attrs":1586},{"color":773},{"type":764,"attrs":1588,"content":1589},{"level":766,"textAlign":34},[1590],{"text":1591,"type":22,"marks":1592},"What is Lido Advisors’ minimum account size?",[1593,1595],{"type":129,"attrs":1594},{"color":773},{"type":38},{"type":18,"attrs":1597,"content":1598},{"textAlign":34},[1599,1604,1613],{"text":1600,"type":22,"marks":1601},"Lido Advisors is for affluent investors, not beginner investors. The firm generally requires a minimum of ",[1602],{"type":129,"attrs":1603},{"color":773},{"text":1605,"type":22,"marks":1606},"$1 million",[1607,1609,1612],{"type":31,"attrs":1608},{"href":1409,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":1610},{"color":1611},"#0000FF",{"type":1414},{"text":1614,"type":22,"marks":1615}," in investable assets to open or maintain a managed account.",[1616],{"type":129,"attrs":1617},{"color":773},{"type":18,"attrs":1619,"content":1620},{"textAlign":34},[1621],{"text":1622,"type":22,"marks":1623},"This high threshold reflects its focus on clients with complex financial needs who want a comprehensive coordination of investments, taxes, and estate and legacy planning. ",[1624],{"type":129,"attrs":1625},{"color":773},{"type":18,"attrs":1627,"content":1628},{"textAlign":34},[1629],{"text":1630,"type":22,"marks":1631},"Unlike robo-advisors or hybrid platforms with low minimums, Lido Advisors caters to high-net-worth households. This makes it suitable for investors looking for customized, advisor-led wealth management rather than low-cost services.",[1632],{"type":129,"attrs":1633},{"color":773},{"type":764,"attrs":1635,"content":1636},{"level":766,"textAlign":34},[1637],{"text":1638,"type":22,"marks":1639},"Who should choose Lido Advisors?",[1640,1642],{"type":129,"attrs":1641},{"color":773},{"type":38},{"type":18,"attrs":1644,"content":1645},{"textAlign":34},[1646],{"text":1647,"type":22,"marks":1648},"Lido Advisors is suitable for high-net-worth and ultra-high-net-worth investors seeking a coordinated, advisor-led approach to managing their entire finances.",[1649],{"type":129,"attrs":1650},{"color":773},{"type":18,"attrs":1652,"content":1653},{"textAlign":34},[1654],{"text":1655,"type":22,"marks":1656},"It appeals to individuals and families who want more than investment management, such as integrated planning across tax, estate, trust, and philanthropic goals.",[1657],{"type":129,"attrs":1658},{"color":773},{"type":18,"attrs":1660,"content":1661},{"textAlign":34},[1662],{"text":1663,"type":22,"marks":1664},"Lido Advisors works well for:",[1665],{"type":129,"attrs":1666},{"color":773},{"type":888,"content":1668},[1669,1685,1700,1716],{"type":891,"content":1670},[1671],{"type":18,"attrs":1672,"content":1673},{"textAlign":34},[1674,1680],{"text":1675,"type":22,"marks":1676},"Affluent investors with complex needs: ",[1677,1679],{"type":129,"attrs":1678},{"color":773},{"type":38},{"text":1681,"type":22,"marks":1682},"Those who need customized investment strategies and coordination in multiple areas, including taxes, legacy planning and philanthropy, will benefit from the firm’s comprehensive model.",[1683],{"type":129,"attrs":1684},{"color":773},{"type":891,"content":1686},[1687],{"type":18,"attrs":1688,"content":1689},{"textAlign":34},[1690,1695],{"text":1240,"type":22,"marks":1691},[1692,1694],{"type":129,"attrs":1693},{"color":773},{"type":38},{"text":1696,"type":22,"marks":1697},"The firm’s comprehensive services help manage long-term wealth transfer, estate planning, and charitable giving.",[1698],{"type":129,"attrs":1699},{"color":773},{"type":891,"content":1701},[1702],{"type":18,"attrs":1703,"content":1704},{"textAlign":34},[1705,1711],{"text":1706,"type":22,"marks":1707},"Clients interested in alternative investments:",[1708,1710],{"type":129,"attrs":1709},{"color":773},{"type":38},{"text":1712,"type":22,"marks":1713}," Those looking for exposure to private funds, real estate, or structured products beyond traditional portfolios can access these strategies through the firm’s in-house and partner capabilities.",[1714],{"type":129,"attrs":1715},{"color":773},{"type":891,"content":1717},[1718],{"type":18,"attrs":1719,"content":1720},{"textAlign":34},[1721,1727],{"text":1722,"type":22,"marks":1723},"Investors who value personal relationships: ",[1724,1726],{"type":129,"attrs":1725},{"color":773},{"type":38},{"text":1728,"type":22,"marks":1729},"Dedicated advisors provide hands-on support, ongoing communication, and fiduciary oversight rather than automated portfolio tools.",[1730],{"type":129,"attrs":1731},{"color":773},{"type":18,"attrs":1733,"content":1734},{"textAlign":34},[1735],{"text":1736,"type":22,"marks":1737},"Lido Advisors may not be suitable for:",[1738],{"type":129,"attrs":1739},{"color":773},{"type":888,"content":1741},[1742,1758,1774],{"type":891,"content":1743},[1744],{"type":18,"attrs":1745,"content":1746},{"textAlign":34},[1747,1753],{"text":1748,"type":22,"marks":1749},"Investors with smaller portfolios: ",[1750,1752],{"type":129,"attrs":1751},{"color":773},{"type":38},{"text":1754,"type":22,"marks":1755},"The $1 million account minimum makes Lido Advisors less accessible to those with limited investable assets.",[1756],{"type":129,"attrs":1757},{"color":773},{"type":891,"content":1759},[1760],{"type":18,"attrs":1761,"content":1762},{"textAlign":34},[1763,1769],{"text":1764,"type":22,"marks":1765},"Cost-sensitive clients:",[1766,1768],{"type":129,"attrs":1767},{"color":773},{"type":38},{"text":1770,"type":22,"marks":1771}," Advisory fees of 1% to 1.25%, plus a $10,000 annual minimum, are higher than most digital or hybrid platforms.",[1772],{"type":129,"attrs":1773},{"color":773},{"type":891,"content":1775},[1776],{"type":18,"attrs":1777,"content":1778},{"textAlign":34},[1779,1785],{"text":1780,"type":22,"marks":1781},"Tech-focused clients or DIY investors: ",[1782,1784],{"type":129,"attrs":1783},{"color":773},{"type":38},{"text":1786,"type":22,"marks":1787},"It does not offer a robo-advisor or online trading tools, so investors seeking automation or hands-on trading flexibility may find it less suitable.",[1788],{"type":129,"attrs":1789},{"color":773},{"type":764,"attrs":1791,"content":1792},{"level":766,"textAlign":34},[1793],{"text":1794,"type":22,"marks":1795},"Lido Advisors: is it secure? ",[1796,1798],{"type":129,"attrs":1797},{"color":773},{"type":38},{"type":18,"attrs":1800,"content":1801},{"textAlign":34},[1802],{"text":1803,"type":22,"marks":1804},"Yes, Lido Advisors is a US SEC-registered investment advisor that operates under fiduciary obligations to act in its clients’ best interests.",[1805],{"type":129,"attrs":1806},{"color":773},{"type":18,"attrs":1808,"content":1809},{"textAlign":34},[1810],{"text":1811,"type":22,"marks":1812},"Client assets are held by independent, SEC-registered custodians, such as Charles Schwab, Fidelity Investments, or other qualified institutions, instead of Lido Advisors.",[1813],{"type":129,"attrs":1814},{"color":773},{"type":18,"attrs":1816,"content":1817},{"textAlign":34},[1818],{"text":1819,"type":22,"marks":1820},"These custodians provide Securities Investor Protection Corporation (SIPC) coverage of up to $500,000 per client (including $250,000 for cash) to protect against broker failure, though this protection does not cover market losses.",[1821],{"type":129,"attrs":1822},{"color":773},{"type":18,"attrs":1824,"content":1825},{"textAlign":34},[1826],{"text":1827,"type":22,"marks":1828},"Lido Advisors doesn’t maintain custody of client funds, while all transactions occur via the client’s custodian account, providing additional separation of duties and regulatory oversight.",[1829],{"type":129,"attrs":1830},{"color":773},{"type":18,"attrs":1832,"content":1833},{"textAlign":34},[1834],{"text":1835,"type":22,"marks":1836},"The firm has physical, electronic, and procedural safeguards to protect personal information from unauthorized access or disclosure.",[1837],{"type":129,"attrs":1838},{"color":773},{"type":18,"attrs":1840,"content":1841},{"textAlign":34},[1842],{"text":1843,"type":22,"marks":1844},"These include secure data-storage systems, limited employee access to sensitive data, and compliance with federal privacy laws. It also reviews its cybersecurity measures regularly to ensure continued protection.",[1845],{"type":129,"attrs":1846},{"color":773},{"type":764,"attrs":1848,"content":1849},{"level":766,"textAlign":34},[1850],{"text":1851,"type":22,"marks":1852},"Lido Advisors: customer service",[1853,1855],{"type":129,"attrs":1854},{"color":773},{"type":38},{"type":18,"attrs":1857,"content":1858},{"textAlign":34},[1859],{"text":1860,"type":22,"marks":1861},"Lido Advisors delivers a personalized service led by dedicated advisory teams rather than centralized call centers.",[1862],{"type":129,"attrs":1863},{"color":773},{"type":18,"attrs":1865,"content":1866},{"textAlign":34},[1867],{"text":1868,"type":22,"marks":1869},"Each client works directly with financial advisors, planners, and service coordinators who manage ongoing communication, portfolio updates, and strategic planning. This high-touch structure reflects the firm’s comprehensive approach to wealth management.",[1870],{"type":129,"attrs":1871},{"color":773},{"type":18,"attrs":1873,"content":1874},{"textAlign":34},[1875],{"text":1876,"type":22,"marks":1877},"Support is delivered through multiple channels. Clients can contact their advisory team by phone, email, or scheduled meetings at any of the company’s nationwide offices.",[1878],{"type":129,"attrs":1879},{"color":773},{"type":18,"attrs":1881,"content":1882},{"textAlign":34},[1883],{"text":1884,"type":22,"marks":1885},"Lido Advisors offers a client portal and mobile app, which allow users to access account information, performance reporting, and tax documents, and connect to custodial accounts such as Charles Schwab and Fidelity. ",[1886],{"type":129,"attrs":1887},{"color":773},{"type":18,"attrs":1889,"content":1890},{"textAlign":34},[1891],{"text":1892,"type":22,"marks":1893},"As the service is advisor-led, responsiveness may vary by team and office. However, the model is designed to provide consistent, confidential communication and ongoing collaboration tailored to each client’s needs rather than generic support channels.",[1894],{"type":129,"attrs":1895},{"color":773},{"type":764,"attrs":1897,"content":1898},{"level":766,"textAlign":34},[1899],{"text":1900,"type":22},"Lido Advisors: What do customers say?",{"type":18,"attrs":1902,"content":1903},{"textAlign":34},[1904],{"text":1905,"type":22},"Client feedback about Lido Advisors is generally positive, particularly among investors who value a professional team managing their portfolios on an ongoing basis. Clients often say the firm is reliable and suitable for long-term wealth management, emphasizing stable returns and less need for day-to-day involvement.",{"type":18,"attrs":1907,"content":1908},{"textAlign":34},[1909,1911,1917],{"text":1910,"type":22},"Among the favourable experiences are steady portfolio results and the belief that Lido’s ",{"text":1912,"type":22,"marks":1913},"diversified strategies",[1914],{"type":31,"attrs":1915},{"href":1916,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.reddit.com/r/Bogleheads/comments/1b8bwrr/lido_advisors/",{"text":1918,"type":22}," helped limit losses during market downturns. ",{"type":18,"attrs":1920,"content":1921},{"textAlign":34},[1922,1928],{"text":1923,"type":22,"marks":1924},"One investor",[1925],{"type":31,"attrs":1926},{"href":1927,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.reddit.com/r/fatFIRE/comments/1ftwhbr/advice_on_backoffice_familyoffice_options_for/",{"text":1929,"type":22}," reported working with Lido through Fidelity to manage $20 million in assets and noted that the firm handled all aspects of their finances, requiring only minimal time and involvement each week.",{"type":18,"attrs":1931,"content":1932},{"textAlign":34},[1933],{"text":1934,"type":22},"Some people also note that the firm’s services are more expensive than average but believe the quality of guidance and support justifies it. ",{"type":764,"attrs":1936,"content":1937},{"level":766,"textAlign":34},[1938],{"text":1939,"type":22,"marks":1940},"Is Lido Advisors worth it?",[1941],{"type":129,"attrs":1942},{"color":773},{"type":18,"attrs":1944,"content":1945},{"textAlign":34},[1946,1948,1949],{"text":1947,"type":22},"Whether Lido Advisors is worth it depends on your portfolio size and the kind of relationship you want with your advisor.",{"type":1520},{"text":1950,"type":22},"The firm primarily serves high-net-worth and ultra-high-net-worth clients seeking comprehensive oversight across investments, taxes, and estate planning. It offers a disciplined investment process, access to both traditional and alternative assets, and a coordinated advisory team — suitable for investors who prefer a hands-off, advisor-led approach.",{"type":18,"attrs":1952,"content":1953},{"textAlign":34},[1954],{"text":1955,"type":22},"However, Lido’s $1 million minimum and fees of up to 1.25% make it less cost-effective for smaller investors or those wanting lower-cost digital options. It also lacks automated tools or self-directed trading.",{"type":18,"attrs":1957,"content":1958},{"textAlign":34},[1959,1961,1973,1975,1987,1989,2001],{"text":1960,"type":22},"For alternatives, investors might compare firms like ",{"text":1962,"type":22,"marks":1963},"Mariner Wealth Advisors",[1964],{"type":31,"attrs":1965},{"href":1966,"uuid":1967,"anchor":34,"target":35,"linktype":74,"story":1968},"/discover/financial-advice/mariner-wealth-advisors-review","c2a6e91c-e70d-4791-9a60-dc4f83aec78d",{"name":1969,"id":1970,"uuid":1967,"slug":1971,"url":1972,"full_slug":1972,"_stopResolving":558},"Mariner Wealth Advisors review",104894191918597,"mariner-wealth-advisors-review","discover/financial-advice/mariner-wealth-advisors-review",{"text":1974,"type":22},", ",{"text":1976,"type":22,"marks":1977},"Mercer 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management models with varying fee structures and minimums.",{"type":764,"attrs":2004,"content":2005},{"level":1305,"textAlign":34},[2006],{"text":2007,"type":22,"marks":2008},"Get expert financial advice",[2009],{"type":129,"attrs":2010},{"color":773},{"type":18,"attrs":2012,"content":2013},{"textAlign":34},[2014,2020,2028],{"text":2015,"type":22,"marks":2016},"If you need expert financial advice, Unbiased can ",[2017],{"type":129,"attrs":2018},{"color":2019},"#4D5158",{"text":2021,"type":22,"marks":2022},"match you with a financial advisor",[2023,2025,2027],{"type":31,"attrs":2024},{"href":1271,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":2026},{"color":1412},{"type":1414},{"text":2029,"type":22,"marks":2030}," who will help you manage your money and maximize your investments.",[2031],{"type":129,"attrs":2032},{"color":2019},{"_uid":2034,"component":2035,"accordions":2036},"1ac03d66-532e-4026-990b-1a07a7dab09b","app-accordion-group",[2037,2101,2117],{"_uid":2038,"text":2039,"title":2099,"component":2100},"8dff410b-330a-4043-9633-4c9225d55f43",{"type":15,"content":2040},[2041],{"type":888,"content":2042},[2043,2050,2057,2064,2071,2078,2085,2092],{"type":891,"content":2044},[2045],{"type":18,"attrs":2046,"content":2047},{"textAlign":34},[2048],{"text":2049,"type":22},"Fiduciary, advisor-led wealth management ",{"type":891,"content":2051},[2052],{"type":18,"attrs":2053,"content":2054},{"textAlign":34},[2055],{"text":2056,"type":22},"Holistic, integrated financial planning ",{"type":891,"content":2058},[2059],{"type":18,"attrs":2060,"content":2061},{"textAlign":34},[2062],{"text":2063,"type":22},"Access to alternative investments 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review",{"_uid":2188,"href":2189,"text":1969,"component":542,"openInNewWindow":558},"d7a7c47a-7ce3-4eb3-a4df-93e903e62d95","https://www.unbiased.com/discover/financial-advice/mariner-wealth-advisors-review","Related articles","app-links-list",{"_uid":2193,"title":2194,"plugin":2195,"og_image":12,"og_title":12,"description":2196,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"0442a1a9-24a7-4d66-a615-00f72369a170","Lido Advisors Review","seo_metatags","This Lido Advisors review covers the firm’s services, fees, account minimums, pros and cons, and who it’s best suited for. Learn how its advisor-led approach, investment strategies, and fiduciary model serve high-net-worth clients seeking comprehensive wealth management.","app-article",[],[],"This review explores what Lido Advisors does, its range of services and fees, and the pros and cons of using this advisory firm. 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