Income Enhancement Strategies, LLC is a large advisory firm based in Charlotte. It manages $106 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida and North Carolina.
Income Enhancement Strategies provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Income Enhancement Strategies, LLC is $106 million. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Income Enhancement Strategies, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Allen R Hewitt has been acting as President since 1 Mar 2016. David Whitney Jackson joined the executive team most recently as the Partner.
The principal office where Income Enhancement Strategies, LLC performs its advisory services is located at 200 South Tryon Street, Charlotte, NC 28202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-332-2032 or by fax 704-332-2092. The normal business hours are 9:00am - 5:00pm on Monday - Friday.