Keturah Cox is a registered investment advisor at Resonant Capital Advisors, LLC, based in Madison, WI, with 5 years of industry experience. Keturah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 539 clients with $2.2B 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% |
Fees are negotiable. Minimum annual fee of $5,000 may be waived.
Fee Estimator
Location
33 E. 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
Keturah works as an operations manager at Empowered Financial Management in Middleton, WI. This activity is not investment-related.
Employment History
Current Registrations
Resonant Capital Advisors, LLC
Previous Registrations
Trek Financial
Empowered Financial Investments, LLC
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.