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Updated September 28, 2026. Quick answer: Lido Advisors discloses a whole-balance breakpoint schedule starting at 1.25% in its Firm Brochure (Part 2A of Form ADV) (August 27, 2026). Converted to dollars, that runs $10,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Firm Brochure (Part 2A of Form ADV) (August 27, 2026): “Lido’s Asset Management fee is calculated based on an annual percentage that is determined by the client’s total managed assets amount (“Managed Account(s) Assets Amount”), as described below. Annual Percentage Managed Account(s) Assets Amount 1.25% on account assets under $2,000,000 … 1.00% on account assets of $2,000,000 and higher … Clients are charged a minimum Asset Management fee of $2,500 per quarter”
Note: Lido also offers, ‘in certain instances,’ an alternative marginal fee calculation, but the brochure presents the whole-balance calculation as the default methodology, used here. AUM $42,504,972,428.
- Under $2,000,000: 1.25%
- $2,000,000 and higher: 1.00%
Minimum annual fee: $10,000.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $10,000 | 4.00% |
| $500,000 | $10,000 | 2.00% |
| $1,000,000 | $12,500 | 1.25% |
| $2,000,000 | $20,000 | 1.00% |
Lido’s Asset Management fee is a whole-balance rate: the single applicable Annual Percentage (1.25% under $2,000,000, 1.00% at $2,000,000 and higher) is applied to the entire Managed Account(s) Assets Amount, not just the portion above a breakpoint (the brochure separately offers an alternative marginal calculation ‘in certain instances,’ not used here since it is not the default). The stated $10,000 annual minimum fee floors the $250,000 and $500,000 figures.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Lido Advisors’s own published rate runs $10,000 a year.
Comparing Lido Advisors against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Firm Brochure (Part 2A of Form ADV) (August 27, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056253
- SEC Investment Adviser Public Disclosure, Lido Advisors, LLC (CRD #269866): https://adviserinfo.sec.gov/firm/summary/269866
- Lido Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/269866/PDF/269866.pdf
Methodology. This page was built September 28, 2026, drawing on Lido Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Lido Advisors instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Lido Advisors review.
Is Lido Advisors a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Lido Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Lido Advisors against other options? See Lido Advisors alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.