Ichiro Munakata is a registered investment advisor at Munakata Associates LLC, based in Rye, NY, with 20 years of industry experience. Ichiro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $59M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.13% |
All fees are negotiated on a case-by-case basis.
Fee Estimator
Location
Rye, NY
Get directionsHistory
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
Ichiro serves as a co-trustee for the DM 2012 Trust Second Amendment and Restatement, dedicating about half their time to portfolio management and receiving compensation.
Employment History
Current Registrations
Munakata Associates LLC
Previous Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
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.