Takeshi Koyama is a registered investment advisor at Acf Investment Research, INC., based in Lexington, MA, with 8 years of industry experience. Takeshi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACF Investment Research offers asset management services based on an annual fee ranging from 0.35% to 1.5% of the assets managed. ACF negotiates fees individually with each client. ACF generally requires clients to have a minimum of $25,000,000 in assets for management, but this may be waived. ACF may also charge a performance allocation, ranging from 10% to 20% of net profits, but only to qualified clients.
Location
Lexington, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Takeshi is a Director of New Chapter Capital, Inc. (NCC) since February 2020, a company that provides funds to individuals involved in complex divorces. Takeshi reviews cases and funding amounts, dedicating a few hours per week to this business.
Employment History
Current Registrations
Acf Investment Research, INC.
State Registrations1 state
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