Erik M Clemente
Advisor at Lido — Los Angeles, CA Century Park East
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
3 years
Location
Los Angeles, CA 90067
Lido
Enterprise
Erik Clemente is a financial advisor at Lido with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Goldman Sachs, Addepar, and Morgan Stanley. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and retirement and estate planning with an integrated wealth management approach that includes diversification across various asset classes and options-based strategies.
Based on Lido
Based on Lido
Negotiated fixed fees based on client-specific circumstances or for the advisory service rendered.
$0 - $2,000,000: 1.25% $2,000,000+: 1.00%
Typically $500 per hour, negotiated fixed rates or percentage based on client assets for consultation and financial planning services.
Performance-based fees charged by certain Lido Private Funds and some third-party private fund managers, in addition to advisory fees.
Account minimum: $1,000,000 Minimum fee: Minimum Asset Management fee of $2,500 per quarter ($10,000 annually), subject to waiver or adjustment.
Los Angeles, CA Century Park East
1875 Century Park East, Suite 950
Los Angeles CA 90067
Advisors at this office
312
California · New Jersey · New York
3 years of industry experience
Lido Advisors, LLC
2024 - Present • 2 years
Red Bank, NJ
Addepar
2023 - 2024 • 1 year
London
Addepar
2022 - 2023 • 1 year
New York, NY
Goldman Sachs & Co. LLC
2019 - 2022 • 3 years
Jersey City, NJ
Goldman Sachs
2018 - 2018 • 1 year
Salt Lake City, UT
Morgan Stanley
2017 - 2017 • 1 year
New York, NY
Boston College - Massachusetts
2015 - 2019 • 4 years
Chestnut HIll, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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