“””
How does the advisor help clients – Key Takeaways:
INGEN STRATEGIES, LLC is a professional financial consulting firm that helps clients achieve their financial goals through expert guidance and strategic planning. They provide a wide range of services and cater to different types of clients. Their fees and compensation structure are fair and transparent, and they have a strong background in the financial industry.
Facts and Insights
INGEN STRATEGIES, LLC was founded in 2010 and is headquartered in New York City. Over the years, the firm has built a strong reputation for providing high-quality financial advice and services to its clients. They have a dedicated team of experienced and knowledgeable advisors who stay up-to-date with the latest market trends and regulations to provide the best possible guidance to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10 years |
Financial Services Offered
INGEN STRATEGIES, LLC offers a comprehensive range of financial services to their clients. This includes investment management, retirement planning, tax planning, estate planning, risk management, and wealth transfer strategies. Their advisors work closely with each client to understand their unique financial situation and develop a personalized plan to help them achieve their goals.
Client Types
INGEN STRATEGIES, LLC caters to a diverse range of clients including individuals, families, and businesses. They have experience working with clients at different stages of their financial journey, from young professionals just starting to build their wealth to retirees looking to preserve and grow their assets.
Fees & Compensation
INGEN STRATEGIES, LLC charges a fixed fee for their services, which is based on the complexity and scope of the work involved. They do not receive any commissions or third-party payments, ensuring that their advice is always unbiased and in the best interest of their clients. Their transparent fee structure allows clients to know exactly what they are paying for and ensures there are no hidden fees.
Background
INGEN STRATEGIES, LLC was founded by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. John holds a bachelor’s degree in finance and has several certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He has a deep understanding of financial markets and a track record of helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, INGEN STRATEGIES, LLC has a fiduciary duty to act in the best interest of their clients. They have a strict code of ethics and transparent communication policy to ensure that clients are fully aware of any potential conflicts of interest. Additionally, the firm is required to disclose any disciplinary actions or conflicts of interest on their record, which can be accessed through the Securities and Exchange Commission’s (SEC) online database.