Net Income LLC refers clients to third-party money managers for investment management services. Jonas T. Champion is the owner. Net Income LLC also offers one-time or as-needed consulting services for specific financial planning issues. Clients work directly with the third-party money manager for investment decisions. Net Income LLC has a conflict of interest in recommending only third-party managers who pay a referral fee.
Assets Under Management$1.6M
Clients3
Advisors1
Avg. per Client$550K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1.0M - $1.5M | 0.50% |
| $1.5M - $2.0M | 0.40% |
| $2M+ | 0.30% |
These fees are in addition to the fees charged by the Third-Party Managers.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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