Gregory Kushner is a registered investment advisor at Idb Lido Wealth, LLC, based in Los Angeles, CA, with 30 years of industry experience. Gregory 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
Gregory is involved in numerous investment-related activities, including serving as a member of Lido Advisors Holdings, CEO of Kushner Holdings, CFO of Kushdon Management, and trustee for multiple trusts. He also dedicates about a quarter of his time to Lido Consulting Group, providing advice to family offices and consulting services.
Employment History
Current Registrations
Idb Lido Wealth, LLC
Lido
Previous Registrations
Lido Advisors
Investment Security CorporationBroker
Milestone Financial Services, INC.Broker
Spectrum Securities, INC.Broker
State Registrations5 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.