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About
At Benari Capital (a Registered Investment Advisor), we specialize in helping clients navigate their financial journey with confidence and clarity. We offer individualized investment strategies, values-based portfolios, and expert second opinions on existing plans to help ensure that your finances align with your values and life goals.
We emphasize tax efficiency, personalized strategies, and helping our clients clearly define what they want out of life—and find the best path to achieve those dreams. We provide comprehensive services including education planning, retirement planning, estate planning - and especially appreciate the opportunity to work together with your other advisors (attorneys, CPAs, etc.), or our extensive professional network, to ensure that you have a team of specialists dedicated to your success.
Whether you're building a new financial plan, reviewing and adjusting an existing one, or just seeking peace of mind, Benari Capital is here to support your financial well-being with care and expertise.
Let’s connect to see how we can best serve your needs. This is where you thrive!
Overview
Background checked
License verified
2 employees
2 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Check, Credit card, and Zelle.
Services offered
Service type
General financial planning
Retirement planning
Life insurance review
Investment review
Work location
My customers travel to me
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for responsiveness, value, and professionalism.
5.0
1 review
5
100%
4
0%
3
0%
2
0%
1
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Your trust means everything to us. Learn about our review guidelines.
Ehud H.
Nov 11, 2024
Benari Capital was very helpful in reviewing my retirement plan. They helped me understand that value of a Roth conversion as well as other savings timps to more efficiently grow my wealth. As an added bonus, they are helping me review the benefits I offer my employees to help me stay competitive, while at the same time respecting our budgetary limitations. It was a pleasure working with Ben!
Credentials
License
License type: Investment Adviser Firm
License state: IL
License verified on 11/13/2024
License
License type: Investment Adviser Representative
License state: IL
License verified on 11/13/2024
Background Check
Benjamin Tisser
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Our fee structure is very transparent. We charge Asset Management fees as a percentage of the assets each client brings under our management. These fees range from 0.45%-1.50%, and are inclusive of most standard investment-related fees (transaction fees, mutual fund tickets, etc.), with the exception of margin fees, interest, etc. (Our Brochure will be provided to each prospective client detailing these fees and inclusions).
We charge separate financial planning fees starting at $2,000 per year, depending on the complexity of the plan needed.
What is your typical process for working with a new customer?
We start with a values meeting. We want to learn about what matters to you and to share with you about our values and our process. If we are a good fit to work together, we enter the onboarding process and have 2-3 additional meetings to continue to learn about your financial picture, your needs/goals, investment risk tolerance, cash flows, etc., and then we present you with your personal financial plan.
We then continue to check in every 6 months, including a plan review/update each year.
What education and/or training do you have that relates to your work?
I have earned my Series 65 license, as well as insurance licenses.
