Roberto Paredes is a registered investment advisor at Lido, based in Los Angeles, CA, with 31 years of industry experience. Roberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 12,315 clients with $29B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
A minimum Asset Management fee of $2,500 per quarter ($10,000 annually) applies. Lido will also in certain instance utilize a marginal fee calculation, where Managed Account(s) Assets Amount tiers are each assessed specific Asset Management fees. Lido has discretion to adjust the minimum fee or to waive or adjust the Asset Management fee.
Fee Estimator
Location
1875 Century Park East, Suite 950, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Lido
Previous Registrations
Msec, LLCBroker
Mariner Wealth Advisors
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Jackson National Life Distributors LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Transamerica Capital, INC.Broker
Metlife Investors Distribution CompanyBroker
Metlife Investors Distribution CompanyBroker
Signator Investors, INC.Broker
John Hancock Funds, INC.Broker
Linsco/private Ledger CORP.Broker
Wm Financial Services, INC.Broker
Great Western Financial Securities CorporationBroker
Federated Securities CORP.Broker
Great Western Financial Securities CorporationBroker
Glenfed Brokerage ServicesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.