Ingeniq Capital offers financial advice and planning, acting in the client's best interest. They work with clients to understand their financial resources and goals, providing guidance to navigate complex financial decisions. Services include financial planning, investment management, and financial consulting. Ingeniq Capital does not receive commissions or other compensation beyond the stated fees.
Assets Under Management$1.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.6M
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%
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