Benjamin Joseph Finan
Investment Adviser Representative at LIDO
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Primary - Under $2M | 1.25% |
| Primary - $2M and higher | 1.00% |
| Heritage Pegasus - Under $2M | 1.00% |
| Heritage Pegasus - $2M to under $5M | 0.85% |
| Heritage Pegasus - $5M to under $10M | 0.75% |
| Heritage Pegasus - $10M to under $15M | 0.70% |
| Heritage Pegasus - $15M to under $20M | 0.65% |
| Heritage Pegasus - $20M to under $25M | 0.60% |
| Heritage Pegasus - $25M to under $40M | 0.50% |
| Heritage Pegasus - $40M to under $50M | 0.45% |
| Heritage Pegasus - $50M to under $75M | 0.40% |
| Heritage Pegasus - $75M or more | 0.35% |
Firm-stated minimum; may be waived at the firm's discretion.
LIDO Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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