ING Wealth logo

ING Wealth

Updated today

Client AUM

$0

Clients

0

Advisors

1

of 1 employees

About

ING Wealth provides portfolio management and financial planning to individuals, high‑net‑worth individuals, and business entities. Its Comprehensive Portfolio Management service combines discretionary asset management with optional financial planning/consulting and may include ETFs, mutual funds, individual equities and bonds, and the use of third‑party money managers.

The firm employs a broad set of analytic methods — including fundamental, technical, quantitative, charting and cyclical analysis — and implements both long‑ and short‑term trading strategies, with the capacity to use margin and options and at least quarterly account reviews. It states a fiduciary standard and tailors model allocations or individualized recommendations based on client risk profiles and goals.

Although organized with a single registered advisor, the firm is not structured as a traditional solo practitioner: it compensates non‑advisory personnel for client referrals through an external referral arrangement and may direct clients to a specific custodian while selecting third‑party managers. The firm was recently formed and reported no assets under management as of its February 2026 calculation, which may affect its operational scale relative to more established peers.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Private / alternative investments Wealth management

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Fee options

Fixed

Up to $50,000 annual flat fee charged quarterly for portfolio management clients; Financial planning fixed fees between $1,500 and $9,500

Percentage

$0 - $999,999: 1.00% $1,000,000 - $2,499,999: 0.90% $2,500,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.75% $10,000,000+: 0.55%

Project-based

$150 to $250 per hour

Main office

La Mesa CA

Advisors at this office

1

Most active in

California

Also doing business as

Ing Wealth · Ing Wealth LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
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