Income Growth Advisors offers portfolio management based on individual client goals and risk tolerance. They create investment policy statements for each client. Services include investment strategy, asset allocation, and regular portfolio monitoring. They also offer financial planning covering investment, tax, retirement, college, and debt/credit planning. Income Growth Advisors also offers BATAIS Gold Mining Alternative Strategy for qualified investors.
Assets Under Management$2.8M
Clients12
Advisors1
Avg. per Client$230K
Avg. per Advisor$2.8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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