Peter Morimoto is a registered investment advisor at Lido, based in San Diego, CA, with 28 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 13,800 clients with $43B 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% |
Minimum quarterly fee of $2,500 ($10,000 annually) applies. Fees are negotiable based on account size, strategy, and services provided. Acquired firm clients may be subject to different legacy fee schedules.
Fee Estimator
Location
11988 El Camino Real, Suite 650, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2001Other Business Activities
Peter owns Ridge Crest LLC, which holds investment property in Whitefish, Montana, dedicating minimal time. He is also an advisory board member for Namara Water Technologies, Inc., spending a few hours per week.
Employment History
Current Registrations
Lido
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Securities INC.Broker
State Registrations4 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.
Exams
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