Understanding our commitment to client satisfaction and service excellence
At DUSTIN BLODGETT INSIGHT CAPITAL LLC, we are committed to providing exceptional financial advisory services. This Return & Refund Policy outlines our approach to service satisfaction and the circumstances under which refunds or adjustments may be considered.
As a financial investment advisory firm, we provide professional services including:
These services are professional in nature and are delivered over time. Unlike physical products, our services involve ongoing consultation, analysis, and strategic guidance tailored to your unique financial situation.
Our fees are structured based on the services provided and are clearly outlined in our client agreements. Fee arrangements may include:
All fee arrangements are disclosed in writing before services begin and are agreed upon by both parties.
Due to the professional and time-sensitive nature of financial advisory services, refunds are evaluated on a case-by-case basis. We consider refund requests under the following circumstances:
If you have paid for services that have not yet been provided, you may be eligible for a full or partial refund of the unearned portion of fees. This applies to prepaid services or retainers where work has not commenced.
If you believe the services provided did not meet the standards outlined in our agreement, we encourage you to contact us immediately. We will review the situation and work with you to address any concerns, which may include fee adjustments or additional services at no charge.
Either party may terminate the advisory relationship at any time. Upon termination, you will be responsible for fees for services rendered up to the termination date. Any prepaid fees for services not yet provided will be refunded on a pro-rata basis.
If a billing error occurs, we will promptly correct it and issue a refund or credit for any overcharged amounts.
The following are generally not eligible for refunds:
If you believe you are entitled to a refund, please follow these steps:
Reach out to us as soon as possible to discuss your concerns. Early communication often allows us to resolve issues before a formal refund request is necessary.
Send a written refund request via email to dustin@insightcapmgmt.org or by mail to our office address. Include your name, account information, the reason for the request, and any supporting documentation.
We will review your request within 10 business days and respond with our decision. If additional information is needed, we will contact you.
If your refund is approved, we will process it within 30 days using the original payment method when possible.
If you are not satisfied with our response to your refund request, we encourage you to:
Your satisfaction is our priority. We strive to provide exceptional service and maintain open communication throughout our relationship. If you have any concerns about our services, fees, or any aspect of our relationship, please contact us immediately so we can address them.
We believe that most issues can be resolved through direct communication and are committed to working with you to ensure you receive the value and service you expect from our firm.
Investment Performance: Please note that refunds are not provided based on investment performance or market conditions. Investment returns are subject to market risk, and past performance does not guarantee future results. Our fees are for advisory services, not for guaranteed investment returns.
Regulatory Compliance: This policy is designed to comply with applicable securities laws and regulations. Nothing in this policy limits your rights under applicable law or our obligations as a registered investment adviser.
Policy Changes: We reserve the right to modify this Return & Refund Policy at any time. Changes will be communicated to clients and posted on our website. The policy in effect at the time services are provided will govern those services.
If you have questions about this Return & Refund Policy or wish to discuss a refund request, please contact us:
Last Updated: January 2025
DUSTIN BLODGETT INSIGHT CAPITAL LLC | NAICS: Other Financial Investment Activities (523900)