Wesley Yamada is a registered investment advisor at Lido, based in San Ramon, CA, with 15 years of industry experience. Wesley 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
12667 Alcosta Blvd, Suite 150, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2012Criminal
August 2004Other Business ActivitiesSells Insurance
Wesley is an individual life insurance agent with Mass Mutual since 2013, working from the same location as his advisory business. This activity takes a few hours per week.
Employment History
Current Registrations
Lido
Previous Registrations
Fountainhead Advisors
MML Investors Services, LLC
MML Investors Services, LLCBroker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
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.