David Choi is a registered investment advisor at Ingeniq Capital, based in Bedford, MA, with 2 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ingeniq Capital manages investment portfolios based on your individual needs and goals. This includes a financial plan and ongoing financial advice. Fees are based on the value of the assets managed and are charged quarterly.
The annual fee for discretionary management is:
- $0 - $500,000: Minimum $200/month + 0.75% of your portfolio
- $500,000 - $1 million: 1.1%
- $1 million - $2 million: 0.85%
- $2 million - $4 million: 0.65%
- $4 million and above: 0.55%
For non-discretionary management, the annual fee is:
- $1 million - $2 million: 1.00%
- $2 million - $4 million: 0.75%
- $4 million and above: 0.65%
Location
200 Great Road Suite 211, Bedford, MA, 01730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ingeniq Capital
State Registrations2 states
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