Return Policy
Understanding our service terms and client satisfaction commitment
Important Notice:
INNEALTA CAPITAL, LLC provides professional financial services and investment advisory services. Due to the nature of our services, traditional product return policies do not apply. However, we are committed to client satisfaction and transparent service agreements.
Service Agreement Terms
Advisory Services
Our investment advisory and financial planning services are provided under written agreements that outline the scope of services, fees, and terms of engagement. Clients may terminate advisory agreements in accordance with the terms specified in their individual service agreements.
Termination of Services
Clients have the right to terminate their advisory relationship with INNEALTA CAPITAL at any time. The specific terms of termination, including any applicable notice periods and fee adjustments, are detailed in each client's service agreement.
- Written notice of termination should be provided to INNEALTA CAPITAL
- Fees will be prorated based on services provided up to the termination date
- Any prepaid fees for services not yet rendered will be refunded promptly
- Final account statements and documentation will be provided upon termination
Investment Products
Investment products recommended or facilitated through INNEALTA CAPITAL are subject to the terms and conditions of the respective product issuers and custodians. Liquidity, redemption terms, and any applicable penalties or fees are specific to each investment product and are disclosed prior to investment.
Client Satisfaction Commitment
At INNEALTA CAPITAL, client satisfaction is our top priority. We are committed to:
- Providing clear, transparent communication about all services and fees
- Delivering professional, personalized financial advice and investment management
- Responding promptly to client questions and concerns
- Acting in our clients' best interests at all times
- Maintaining the highest standards of professional conduct and ethics
Dispute Resolution
If you have any concerns about our services or fees, we encourage you to contact us directly. We are committed to addressing client concerns promptly and professionally. Our goal is to resolve any issues to your satisfaction while maintaining the integrity of our professional relationship.
Regulatory Compliance
INNEALTA CAPITAL operates in compliance with all applicable federal and state securities laws and regulations. Our service agreements and fee structures are designed to meet regulatory requirements and industry best practices.
Questions About Our Services?
If you have questions about our service terms, fees, or termination procedures, please don't hesitate to contact us. We're here to provide clarity and ensure you have a complete understanding of our service relationship.
Last Updated: January 22, 2026