Robert Marton is a CFP-designated registered investment advisor at Idb Lido Wealth, LLC, based in Los Angeles, CA, 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 Estate Planning, Investment Management, Retirement Planning. Their firm serves 158 clients with $340M 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% |
Clients are charged a minimum asset management fee of $2,500 per quarter ($10,000 annually). In some instances, IDB Lido Wealth will utilize a marginal fee calculation, where different asset tiers are assessed specific fees. Fees are negotiable.
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 →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
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