Income Growth Advisors provides personalized portfolio management and investment advisory services tailored to individual goals, risk tolerances, and time horizons. Led by Tyson Halsey, Chartered Financial Analyst, the firm builds customized investment portfolios utilizing mutual funds, equities, bonds, Master Limited Partnerships, exchange-traded funds, real estate, and derivatives. Income Growth Advisors also offers specialized, high-risk alternative investment strategies—such as gold mining and commodity-focused strategies—designed for sophisticated accredited investors seeking high potential returns. Additionally, Income Growth Advisors provides financial planning services on an hourly basis, covering investment planning, tax concerns, retirement planning, college savings, and debt management. The firm manages assets on a discretionary basis and works with individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans.
| 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.