Ryoichi Tsuchiya is a registered investment advisor at Generations Wealth, LLC, based in Mason, OH, with 26 years of industry experience. Ryoichi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 73 clients with $270M 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% |
Asset totals below the suggested minimum of $1,000,000 are subject to a minimum annual fee of $7,500 which may result in an annual rate in excess of 1.00%.
Fee Estimator
Location
5947 Deerfield Blvd, Suite 202, Mason, OH, 45040
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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
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.