Kenichi Shoji is a CFA-designated registered investment advisor at View Capital RIA, LP, based in Dallas, TX, with 9 years of industry experience. Kenichi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 141 clients with $1.8B 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 $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.75% |
| $10M+ | 1.50% |
Rates shown represent the maximum fee range (basis points converted to percentages). Fees are negotiable and generally do not exceed 2.50%. A $1,000 minimum annual fee applies.
Fee Estimator
Location
2727 N. Harwood Street, Suite 225, Dallas, TX, 75201
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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
Kenichi is a Director of Clear Markets North America, Inc., overseeing operations and dedicating minimal time. He also serves as an Advisory Board Member of Active Allocator Holdings, LLC, advising on platform development and dedicating minimal time.
Employment History
Current Registrations
View Capital RIA, LP
State Registrations1 state
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
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