Resonant Capital Advisors, LLC is a large advisory firm based in Madison. It manages $393.11 million of regulatory assets for 667 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Texas and Wisconsin.
Resonant Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and investment and institutional consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Resonant Capital Advisors, LLC is $393.11 million. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Resonant Capital Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pooled investment vehicles. The largest group of clients of Resonant Capital Advisors is high net worth individuals with 113 clients and $290.37 million of assets under management. Among the 8 most similar advisory firms, Resonant Capital Advisors has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $343.62 million for 154 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Resonant Capital Advisors doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Resonant Capital Advisors, LLC performs its advisory services is located at 33 E. Main Street, Madison, WI 53703, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (608) 733-6220. The normal business hours are 7:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at resonantcapital.com.