David Choi
Advisor at Ingeniq Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
David Choi is a financial advisor at Ingeniq Capital in Bedford, MA, holding a Series 65 designation with two years of industry experience. Prior to founding Ingeniq Capital, he worked at Corza Medical, GCP Applied Technologies, and Samsung Pay. Ingeniq Capital serves individuals, families, trusts, estates, business owners, and charitable organizations, providing comprehensive financial planning, discretionary investment management, ongoing advisory services, and project-based consulting including tax-preparation support. The firm employs a goals-based planning process integrated with investment management, using primarily passive, asset-class-based strategies consistent with Modern Portfolio Theory, and offers a range of client engagement options from full plans to targeted consulting projects.
Client services
Based on Ingeniq Capital
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Based on Ingeniq Capital
General retirement planning
Equity compensation tax strategy
Cash flow / budgeting
Fee options
Comprehensive Financial Plan fixed fee between $3,500 and $8,000, negotiable; Financial Consulting typically flat-fee per project
$0 - $500,000: 0.75% AUM + minimum $200/month for discretionary management $500,000 - $1 million: 1.1% AUM discretionary management $1 million - $2 million: 0.85% discretionary management; 1.00% non-discretionary management $2 million - $4 million: 0.65% discretionary management; 0.75% non-discretionary management $4 million+: 0.55% discretionary management; 0.65% non-discretionary management
$300 per hour
Minimum fee: Minimum $200 per month for discretionary management accounts Fee-only: Fixed fees for financial planning ranging from $3,500 to $8,000; ongoing financial advisory fees from $300 to $1,000 per month billed quarterly in advance; hourly consulting at $300/hour
Location
200 Great Road Suite 211
Bedford, MA 01730
Most active in
David C has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts
Work history
Ingeniq Capital
2023 - Present (3 years)
Corza Medical
2021 - 2023 (2 years)
GCP Applied Technologies
2016 - 2021 (5 years)
Samsung Pay
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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