Jerrod Foster is a CFA, CFP-designated registered investment advisor at Lido, based in Los Gatos, CA, with 10 years of industry experience. Jerrod 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
15425 Los Gatos Blvd, Suite 151, Los Gatos, CA, 95032
Get directionsHistory
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
Jerrod is an associate faculty member at West Valley-Mission Community College District since December 2020, dedicating about a quarter of his time after business hours. He is also an adjunct faculty member at Contra Costa Community College District since April 2025, spending about 10-20% of his time after business hours.
Employment History
Current Registrations
Lido
Previous Registrations
Parkside Advisors LLC
Morgan Stanley
Morgan StanleyBroker
Assetmark Brokerage, LLCBroker
Assetmark, INC.
Lwi Financial INC.
Loring Ward Securities INC.Broker
State Registrations3 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
More Advisors
- Derek Tam, CFPLido
- Wei Shao, CFAConsonance Wealth Management
- Stephen Rice, ChFCRice Financial Consulting, INC.
- Theodore Moorhead, ChFCRBC Capital Markets, LLC
- Bruce Barton, CFA, CFPSavant Wealth Management
- Cynthia Flannigan, CFPMainstreet Financial Planning, INC.