Resonant Capital provides financial planning, consulting, and investment management services to individuals, families, and institutions. They manage investment portfolios using mutual funds, exchange-traded funds (ETFs), and independent investment managers. Resonant also offers wealth management services, including financial planning and investment advice. They tailor their services to meet individual client needs and objectives.
Assets Under Management$2.2B
Clients539
Advisors12
Avg. per Client$4.1M
Avg. per Advisor$180M
facebook.com/resonantcapitaladvisors ·www.resonantcapital.com ·www.linkedin.com/company/resonant-capital
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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