가격/비용

유연성 있는 서비스 패키지 옵션

다양한 패키지 옵션을 통해 원하시는 서비스 레벨을 선택하실 수 있습니다. 최종 비용은 소득/자산 기준으로 조정 가능하오니 문의해주시면 친철안내해드리겠습니다.

 

종합 플랜 패키지 (Full Plan Package): 평균 $3,500 – $5,000

종합 플랜 + 지속 서비스 패키지 (Full Plan + Ongoing Financial Advice Package): $3,500 – $5,000 one time + $250-$900 /month

투자관리 패키지 (Investment Management Package): 0.5% – 1.25% of AUM / year

은준러 Lite 패키지 (Pre-Retirement Saver Package): $1,800

은퇴자 패키지 (Retiree Special Package): $2,500

기본 재정 점검 패키지 (Basic Financial Checkup Package): $700+ (Part 1. A only)

A La Carte 서비스 선택: 기본 재정 점검 패키지 후 필요한 서비스 mix and match 

세무 서비스: 개인/가정 $350+ 부터; 비즈니스 $700 부터

시간제 컨설팅: $300 / hour

 

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Privacy Policy

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Disclaimer

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PRIVACY POLICY NOTICE

We care about your privacy and want you to feel comfortable and secure in your use of our site (www.ingeniqcapital.com). We recognize that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We do not sell or disclose personal information to anyone apart from products or services you have specifically requested or unless it is required by law. We urge you to read this notice explaining our online information practices. By using this site, you are accepting the practices described in this Privacy Policy.

Personal Information
We collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.

Why We Collect Your Information:
· In order to allow us to provide tailored investment and advisory services to you; and,
· To comply with the relevant Federal and State laws and regulations that govern us.

What We Collect and Maintain:
· Information that you provide on applications or other forms, which may include personal and household information such as income, spending habits, investment objectives, financial goals, statements of account, and other records concerning your financial condition
· Identifying information such as your name, age, address, social security number, etc.
· Information about your transactions with us and information that we generate to service your financial needs
· Information we receive from consumer reporting agencies (e.g., credit bureaus), as well as other various materials we may use to provide an appropriate recommendation or to fill a service request.

Security of Your Information:
We restrict access to your non-public personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your non-public personal information.

Information We Disclose:
We do not disclose the non-public personal information we collect about our customers to anyone except: (1) to individuals and/or entities not affiliated with Ingeniq LLC, including, but not limited to certain service providers (i.e., broker-dealer, sub-advisers, account custodian, record keeper, etc.) in furtherance of the client’s engagement with Ingeniq LLC to service your account; (2) to your authorized representative or power of attorney; or (3)
otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.

Former Clients:
If you decide to close your account(s) or become an inactive customer, we will adhere to our privacy policies, which may be amended from time to time.

Changes to Our Privacy Policy:
In the event there were to be a material change to our privacy policy regarding how we use your confidential information, we will provide written notice to you. Where applicable, you would be given an opportunity to limit or opt-out of such disclosure arrangements. 

If you have questions about this privacy notice or about the privacy of your information call our main number (737) 808-2828 and ask for the Chief Compliance Officer or email cco@ingeniqcapital.com.