Benjamin Ari Tisser
Advisor at Benari Capital, LLC — Northbrook, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
2 years
Location
Northbrook, IL 60062
Benari Capital, LLC
Independent
Total advisors
1Clients per advisor
11 TypicalAvg AUM per client
$1,452,066 Very HighHNW client ratio
55% HighBenjamin Tisser is the sole advisor at Benari Capital, LLC, an independent firm based in Northbrook, IL. He holds a Series 65 designation and has two years of industry experience. In addition to his advisory role, Tisser owns and operates Benari Insurance Agency LLC as a licensed insurance agent and runs Sacred Strategic Solutions, LLC, a consultancy. Benari Capital provides investment advisory and financial planning services to individuals, small businesses, and charitable organizations. The firm emphasizes individualized planning and portfolio construction using a mix of analytical methods and primarily recommends ETFs and mutual funds, while also offering family office coordination, separately managed accounts, direct indexing strategies, and a charitable giving advisory.
Based on Benari Capital, LLC
Based on Benari Capital, LLC
Flat fees for certain project-based Family Office services and initial financial planning setup fee of $500
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Insurance products sold by supervised persons with commissions; outside business activity of owner licensed as insurance agent
Hourly rate for additional Family Office services: $375 per hour
Ongoing financial planning subscription fees generally between $1,800 and $3,000 annually
Account minimum: $500,000 Minimum fee: Minimum annual advisory fee of $2,500, billed quarterly at $625 Fee-only: Fixed financial planning fees generally between $1,500 and $30,000; ongoing subscription fees generally between $1,800 and $3,000 annually; hourly rate $375/hour; flat fees for some project-based services
Northbrook, IL
645 Landwehr Road
Northbrook IL 60062
Advisors at this office
1
California · Illinois
2 years of industry experience
Benari Capital, LLC
2024 - Present • 2 years
Northbrook, IL
Benari Insurance Agency LLC
2024 - Present • 2 years
Northbrook, IL
Sacred Strategic Solutions LLC
2024 - Present • 2 years
Highland Park, IL
Beth El Synagogue
2021 - 2024 • 3 years
St. Louis Park, MN
NSS Beth El
2015 - 2021 • 6 years
Highland Park, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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