Resonant Capital Advisors provides a broad range of investment management, wealth management, financial planning, and consulting services. Founded in 2018, the registered investment advisor manages billions in portfolio assets on both discretionary and non-discretionary bases. Resonant Capital Advisors tailors its investment strategies to meet each client's specific needs, utilizing mutual funds, exchange-traded funds, individual stocks and bonds, independent investment managers, and alternative investments. In addition to personal wealth management, Resonant Capital Advisors offers consulting services for businesses, families, and retirement plans, often coordinating with affiliated tax professionals to address comprehensive financial needs.
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.