Income Associates offers investment management services where they manage client investments based on their goals and risk tolerance. They also offer ERISA plan services to retirement plans. Income Associates provides financial planning services, including basic financial planning and hourly consultation services. They use various analysis methods, including fundamental, technical, and quantitative analysis.
Assets Under Management$9.4M
Clients77
Advisors1
Avg. per Client$120K
Avg. per Advisor$9.4M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.70% |
| $100K - $250K | 1.60% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
The annual fee is negotiable. When utilizing AFS Income Associates charges an annual investment advisory fee based on the total assets under management of up to 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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