Net Income LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,851,877
Total clients
6
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$308,646
About
Net Income LLC provides financial consulting and referral-based advisory services to individuals, high‑net‑worth clients, trusts, foundations, corporations, and other entities. Its offerings include one‑time and as‑needed consultations and the referral of clients to unaffiliated third‑party asset managers for ongoing portfolio management.
The firm works with clients through interviews and questionnaires to identify investment objectives and risk tolerance and tailors recommendations to each client’s circumstances, but it does not take discretionary trading authority or custody of client assets. Instead, Net Income LLC primarily facilitates non‑discretionary relationships by recommending third‑party managers, assisting with manager selection, and serving as a communication conduit between clients and those managers.
What is noteworthy about the firm is its predominantly referral-based, non‑discretionary model, which is uncommon among independent advisers and means the firm does not directly manage client accounts. The firm also limits its recommendations to a select group of third‑party managers that have agreed to compensate Net Income LLC (a potential conflict of interest), offers consulting across a broad range of asset types including private placements, cryptocurrencies, and hard assets, and does not vote client proxies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Consulting services not resulting in a financial plan
Consulting services not resulting in a financial plan
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Private / alternative investments
Real estate investing
Annuities
Options & derivatives strategies
Fee options
$50,000 - $500,000: 0.700% $500,001 - $1,000,000: 0.600% $1,000,001 - $1,500,000: 0.500% $1,500,001 - $2,000,000: 0.400% $2,000,001+: 0.300%
$250 per hour for Consulting Services
Account minimum: $50,000 Minimum fee: Minimum hourly fee of $250 for Consulting Services Fee-only: Consulting Services at $250 per hour
Main office location
Net Income LLC
1621 Central Ave
Cheyenne WY 82001, United States
Number of offices
1
Most active in
Net Income LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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