Pricing

We offer three main types of services: financial planning/advice, investment management and tax services. 

 

Financial Planning and Advice: A comprehensive Financial Plan is our flagship service that provides a holistic checkup of your financial situation, and in light of your current needs and future goals, uncovers the options available to reach your long term financial goals.  Our Financial Planning services are provided as either a one-time project-based comprehensive financial plan or as part of our ongoing investment advisory service. Our flat fee plan-only projects have a starting price of $3,500, depending on the complexity of the client’s situation, income sources and/or assets.


Investment Management: Clients may engage Ingeniq Capital to manage all or a portion of your assets. In this service, Ingeniq can help you set up your financial accounts and manage investments in line with the tailored investment policy. In order ensure that the portfolio strategy is suitable for your risk tolerance, asset/income levels and time horizon, we require that all clients begin with a Financial Plan project. The fees for this service are based on assets under management (AUM) and range from an annual rate of 1.1% to 0.55% of your total assets under management.  As your balance grows with us, your AUM fee rate is applied to the entire amount on a ‘straight-tier’ basis.

The rates are as follows:

$500k – $1 million: 1.1%

$1 million – $2 million: 0.85%

$2 million – $4 million: 0.65%

$4 million and above:  0.55%

We also offer a small-account fee structure for AUM under $500k, with a minimum monthly rate of $200 and 0.75% AUM fee rate on the amount under management.  This is geared for recent high-earners who have not yet had the chance to build up their portfolios but would like access to our ongoing financial, investment and tax advisory services.


Business Consulting: We also provide consulting and support services to businesses, from business formation, entity selection and tax status selection to small business retirement plan, tax planning and payroll services.  We do not offer bookkeeping or financial audits.  Since the nature of the consulting can vary tremendously, we do not have a preset pricing range, but typically the minimum business consulting engagement price starts at $2,500 if bundled with household/personal financial planning.


Tax Planning and Preparation: We also offer tax preparation services, which are best included as part of a comprehensive financial planning relationship that includes tax planning.  We handle both personal and business/entity tax returns. Our 1040 + 1 state tax preparation fee starts at $700, and our entity tax preparation fee starts at $1,500 for partnerships, and $1,800 for S corporations.  We also handle complex tax situations, such as major capital gains/losses, sole proprietor taxes, rental income, backdoor Roth IRA reporting, FBAR/8938/5471, foreign gift tax returns (3520), 5472+pro forma 1120 returns, as well as gift tax returns (709) and estate tax returns (709).

Disclaimer
Advisor Info
Privacy Policy

Copyright 2025 Ingeniq Capital. All Rights Reserved.

Disclaimer

The information provided in this blog is for informational purposes only. It should not be considered legal or financial advice. You should consult with an attorney or other professional to determine what may be best for your individual needs.

Ingeniq LLC does not make any guarantee or other promise as to any results that may be obtained from using our content. No one should make any investment decision without first consulting his or her own financial advisor and conducting his or her own research and due diligence. To the maximum extent permitted by law, Ingeniq LLC disclaims any and all liability in the event any information, commentary, analysis, opinions, advice and/or recommendations prove to be inaccurate, incomplete or unreliable, or result in any investment or other losses.

Content contained on or made available through the website is not intended to and does not constitute legal advice or financial advice or investment advice and no formal client relationship is formed. Your use of the information on the website or materials linked from the Web is at your own risk.

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.