Tyson Halsey is a CFA-designated registered investment advisor at Income Growth Advisors, LLC, based in Charleston, SC, with 22 years of industry experience. Tyson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 16 clients with $4.4M 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 based on account size and customer profile. Specialized alternative strategies charge a 2% management fee and a 20% profit share.
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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