Tyson Halsey is a CFA-designated registered investment advisor at Income Growth Advisors, LLC, based in Charleston, SC, with 21 years of industry experience. Tyson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 12 clients with $2.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $5.0M | 1.30% |
| $5M+ | 1.00% |
Fees are negotiable. BATAIS Gold Mining Alternative Strategy is a 2% management fee and 20% profit share fee structure with a high water mark.
Fee Estimator
Location
225 Seven Farms Drive, Suite 205A, Charleston, SC, 29492
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Income Growth Advisors, LLC
Previous Registrations
Polaris Investment Partners, INC
Elliott Davis Investment Advisors
Halsey Advisory and Management, LLC
State Registrations1 state
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