A complete list of active advisors currently associated with FlexIncome Fund

Warmer can help you find a great advisor at FlexIncome Fund or one who fits your needs even better.

FlexIncome Fund, LLC provides portfolio management and investment planning primarily for high‑net‑worth and institutional clients, as well as businesses and select retail investors. Services include customized portfolios that emphasize equities, exchange‑traded funds, and options to pursue income and risk‑adjusted returns, alongside retirement and cash‑flow planning. The firm uses a blend of fundamental and technical analysis to construct diversified portfolios and pursues long‑term growth and income‑generation strategies while using options selectively for income and downside hedging. It offers performance‑based fee arrangements to qualified clients under SEC Rule 205‑3 and manages mixed fee accounts side‑by‑side with documented allocation policies and periodic compliance reviews to mitigate conflicts. Notable distinctions include the firm’s explicit use of derivatives (options) within separately managed accounts and its willingness to enter performance‑based compensation arrangements—features that are uncommon among independent advisors. The firm reported modest regulatory assets under management (about $200,000 discretionary AUM for one client as of September 16, 2025), uses Interactive Brokers as custodian without taking custody itself, and concentrates its client base toward higher‑net‑worth and qualified investors rather than a broad non‑HNW individual clientele.

To learn more about the advisors currently working at FlexIncome Fund, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.