Benjamin Tisser
Benjamin Tisser is a registered investment advisor at Benari Capital, LLC, based in Northbrook, IL, with 1 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12 clients with $17M 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 | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Clients who engage Benari Capital for separately managed accounts or direct indexing services under the IKARON brand will incur an additional program fee ranging from 0.10% to 0.50% annually on the value of assets participating in the program. This fee is in addition to Benari Capital’s standard advisory fee.
Fee Estimator
Location
645 Landwehr Road, Northbrook, IL, 60062
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 ActivitiesSells Insurance
Benjamin is an owner and licensed insurance agent with Benari Insurance Agency LLC. He also owns Sacred Strategic Solutions, LLC, a consultancy.
Employment History
Current Registrations
Benari Capital, LLC
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.