Advisor at Income Growth Advisors, LLC
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Firm
Income Growth Advisors, LLC
Location
Charleston, SC 29492
Credentials
CFA®, Series 63
Industry experience
21 years
Tyson Halsey is a CFA® charterholder with 21 years of industry experience. He has been the sole advisor at Income Growth Advisors, LLC since 2011. The firm is an independent registered investment adviser based in Charleston, SC. Income Growth Advisors provides discretionary portfolio management, financial planning, and subadvisory services to individuals, trusts, retirement plans, and other advisers. The firm focuses on customized portfolios using a combination of macroeconomic, fundamental, technical, and quantitative analysis, with particular emphasis on income-oriented Master Limited Partnership strategies and bespoke alternative programs.
Based on Income Growth Advisors, LLC
Based on Income Growth Advisors, LLC
$0 - $1,000,000: 1.75% $1,000,000 - $5,000,000: 1.3% $5,000,000+: 1.0%
$150 per hour, negotiable
20% profit share (carried interest) for BATAIS Gold Mining Alternative Strategy with high water mark
Account minimum: $100,000
225 Seven Farms Drive, Suite 205 A
Charleston, SC 29492
South Carolina
Income Growth Advisors, LLC (156340)
2011 - Present (15 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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