Resonance Financial provides asset management, financial planning, and consulting services, focusing on retirement planning. They work with high net worth individuals, trusts, and foundations, managing assets on a discretionary basis. The firm's minimum account opening balance is $500,000, which may be negotiable. They emphasize building long-term relationships with clients.
Assets Under Management$44M
Clients20
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Fees may be negotiable. Minimum quarterly fee of $1250.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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