Takuya Arai is a registered investment advisor at Benkei Asset Management, based in Gardiner, NY, with 3 years of industry experience. Takuya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 50 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The fee is 2% or less, as may be determined by Benkei Asset Management in its sole discretion. Some clients may also be subject to a performance-based fee of 20% of realized and unrealized appreciation subject to a high water mark.
Fee Estimator
Location
3130 Route 44/55, Gardiner, NY, 12525
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Takuya is the CEO of iBenkei, an online newsletter geared toward Japanese investors, since 1998. He spends about 10-20% of his time writing reports on US stocks for the newsletter.
Employment History
Current Registrations
Benkei Asset Management
State Registrations1 state
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