Peter Morimoto is a registered investment advisor at Lido, based in Los Angeles, CA, with 27 years of industry experience. Peter 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
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.