NET INCOME LLC

Overview

Net Income LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm acts as a capital allocator, advising on portfolio construction and selecting third‑party managers where appropriate. Its advisory activities emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers rather than running large in‑house, discretionary strategies. Investment preferences skew toward equities: the largest slice of the firm’s reported assets sits in exchange‑traded equities. Net Income LLC also uses a mix of packaged products—mutual funds and annuities—alongside allocations to alternative strategies. The firm charges a mix of fee structures (percentage of AUM, hourly, fixed and other arrangements) and currently reports that its assets are managed on a non‑discretionary basis, meaning clients retain final trading authority while the firm provides ongoing advice and manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices