Benjamin Dickey is a registered investment advisor at Resonant Capital Advisors, LLC, based in Madison, WI, with 17 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 619 clients with $3B 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 $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Subject to a minimum annual fee of $5,000. Fees are negotiable based on factors such as anticipated future assets, account composition, and family holdings. Consolidated reporting-only services for held-away assets are charged at 0.10% annually.
Fee Estimator
Location
33 East Main Street, Suite 440, Madison, WI, 53703
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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
Benjamin is the president of Metonga Investment Holdings, LLC, an investment vehicle for his family, since 2016. He spends minimal time selecting investments and coordinating tax and legal matters.
Employment History
Current Registrations
Resonant Capital Advisors, LLC
Previous Registrations
Madison Investment Advisors, LLC
Reinhart Partners, INC.
State Registrations2 states
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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