Jarett Karp
Advisor at Lido — Los Angeles, CA Century Park East
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
3 years
Location
Los Angeles, CA 90067
Lido
Enterprise
Jarett Karp is a financial advisor at Lido with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at NEPC, NYLIFE Securities LLC, and New York Life Insurance Company. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach, utilizing a range of asset classes and strategies such as tactical option strategies, and provides services through affiliated entities that cover trust, tax, insurance, and brokerage functions.
Based on Lido
Based on Lido
Fixed fees negotiated with certain ultra-high-net-worth clients or for financial planning services
$0 - $2,000,000: 1.25% $2,000,000+: 1.00%
Typically $500/hour, negotiable fixed rates or percentage-based fees for financial planning and consultation services
Certain Lido Private Funds charge performance-based fees; other fees may be assessed at underlying private fund manager level
Account minimum: $1,000,000 Minimum fee: Minimum Asset Management fee of $2,500 per quarter ($10,000 annually), subject to waiver or adjustment
Los Angeles, CA Century Park East
1875 Century Park East, Suite 950
Los Angeles CA 90067
Advisors at this office
311
California · Florida
3 years of industry experience
Lido Advisors, LLC
2024 - Present • 2 years
Boca Raton, FL
NEPC, LLC
2022 - 2024 • 2 years
Boston, MA
NYLIFE Securities LLC
2021 - 2022 • 1 year
Melville, NY
New York Life Insurance Company
2020 - 2022 • 2 years
Melville, NY
Unemployed
2020 - 2020 • 1 year
Arlington, MA
Pizza Hut
2019 - 2019 • 1 year
Columbus, OH
Weiner and Rice, PC
2019 - 2019 • 1 year
Newton, MA
Duchess of Dirt
2018 - 2018 • 1 year
Bedford, MA
The Ohio State University
2018 - 2018 • 1 year
Columbus, OH
The Ohio State University
2017 - 2020 • 3 years
Columbus, OH
Legals Seafood
2017 - 2017 • 1 year
Cambridge, MA
The University of Tampa
2016 - 2017 • 1 year
Tampa, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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