Ryoichi Tsuchiya is a registered investment advisor at Generations Wealth, LLC, based in Cincinnati, OH, with 27 years of industry experience. Ryoichi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 79 clients with $310M 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 $10.0M | 0.75% |
| $10M+ | 0.38% |
Outside accounts under management are charged 1.00% on the first $10M and 0.625% above $10M, plus an additional 0.25% software fee. Family office services charge 0.15% to 0.45% of assets under advisement with a $50,000 minimum annual fee.
Fee Estimator
Location
7707 Camargo Road, Cincinnati, OH, 45243
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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.
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Ryoichi is a historical editor for the non-profit America3 Foundation, dedicating minimal time to reviewing and editing text for a book series. He also works as a photographer, spending a few hours per week selling photographs, and educates the public about yachting history as a sole proprietor/consultant. Finally, he is involved with Tsuchiya Brothers, LLC, a design and sculpting business, dedicating nearly full-time hours to prospecting clients and designing art.
Employment History
Current Registrations
Generations Wealth, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
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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