Ichiro Ishiguro is a CFA-designated registered investment advisor at Balanstone, LLC, based in Newton, MA, with 10 years of industry experience. Ichiro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $8.2M 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 $250K | 1.70% |
| $250K - $750K | 1.50% |
| $750K - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Location
275 Grove Street, Suite 2-400, Newton, MA, 02466
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Balanstone, LLC
State Registrations1 state
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