Robert Marton is a CFP-designated registered investment advisor at Idb Lido Wealth, LLC, based in Boca Raton, FL, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 209 clients with $480M 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% |
Fees are subject to a minimum of $2,500 per quarter ($10,000 annually). Fees are negotiable based on account size, strategy, and overall relationship.
Fee Estimator
Location
1875 NW Corporate Boulevard, Suite 110, Boca Raton, FL, 33431
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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 →Other Business Activities
Robert is a committee member for the Jacobson Jewish Community Foundation since 2017 and a member of the investment committee for Ruth & Norman Rales Jewish Family Services since 2020. He dedicates minimal time to each of these non-profit organizations.
Employment History
Current Registrations
Idb Lido Wealth, LLC
Lido
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Morgan Stanley
Morgan Stanley Dw 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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