Income Associates

RIAState Registered

Total AUM

$11.1M

Discretionary

$11.1M

100% of AUM

Avg account

$139K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Barrington, Rhode Island
CRD number: 326018
Custodians: ALTRUIST, ORION, DUNHAM
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Income Associates is an independent, owner-operated advisory firm organized as an LLC that focuses on individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with ancillary services such as selection of other advisers and pension consulting. It also acts as an insurance broker. Income Associates functions as a capital allocator — sourcing third-party managers and funds for client portfolios — and uses a mix of fee arrangements, including percentage-of-AUM fees, hourly charges, fixed fees, and commissions. The firm does not position itself as an ESG investor.