Ingen Strategies offers investment management and financial planning services to individuals and other clients. As a fiduciary, Ingen Strategies aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. The firm creates tailored investment strategies and provides ongoing monitoring and rebalancing of portfolios. Ingen Strategies also offers standalone financial planning and consulting services covering various areas such as retirement, estate, and tax planning.
Fee Structure
Ingen Strategies offers asset management services where they create and manage a portfolio for you using stocks, bonds, exchange traded funds (ETFs), and other investments. The maximum annual fee charged for this service will not exceed 2%. A one-time set-up fee may be assessed but will not exceed $1,000. The fees are deducted from your account monthly.
For clients utilizing third party managers, the maximum annual fee charged will not exceed 2%. This fee is in addition to any fees assessed by the chosen third party money manager.
Ingen Strategies may enroll client accounts into a bundled subscription offering called Altruist One, which provides certain benefits in exchange for a monthly fee. The monthly fee can be either absorbed by Ingen Strategies or passed to the client.