Kyle Brockbank
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 65
Experience Industry experience
1 year
Location
Los Angeles, CA 90067
Lido
Enterprise
Kyle Brockbank is a financial advisor with Lido in Los Angeles, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Olympus Wealth Management, Fidelity Investments, and Deloitte. Outside of finance, he has work experience with Berrett Pest Control and involvement with the Church of Jesus Christ of Latter-day Saints. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and corporations. The firm offers integrated wealth management services with a focus on diversification across various asset classes and employs options-based strategies, managing assets primarily on a discretionary basis.
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 · Florida · Texas · Utah
1 year of industry experience
Lido Advisors, LLC
2025 - Present • 1 year
Los Angeles, CO
Olympus Wealth Management
2025 - 2025 • 1 year
Cottonwood Heights, UT
FIDELITY INVESTMENTs
2025 - 2025 • 1 year
Salt Lake City, UT
Berrett Pest Control
2025 - 2025 • 1 year
Dallas, TX
Deloitte
2023 - 2025 • 2 years
Salt Lake City, UT
Berrett Pest Control
2020 - 2023 • 3 years
Dallas, TX
Sykes
2020 - 2020 • 1 year
Provo, UT
Brigham Young University
2019 - 2020 • 1 year
Provo, UT
Brigham Young University
2019 - 2019 • 1 year
Provo, UT
Aptive environmental
2019 - 2019 • 1 year
Provo, UT
Missionary Training Center
2018 - 2019 • 1 year
Provo, UT
Ptera
2018 - 2018 • 1 year
Liberty Lake, WA
Church of Jesus Christ of Latter-day saints
2016 - 2018 • 2 years
Boston, 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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