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CFP

Michele Ing

Raymond James Financial Services Advisors, INC
28 Years of Experience
San Luis Obispo, CA
Broker
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Michele Ing is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Luis Obispo, CA, with 28 years of industry experience. Michele is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

755 Santa Rosa Street, Suite 300, Office #331, San Luis Obispo, CA, 93401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michele is an officer and president of ING Wealth Strategies, dedicating about half of her time to financial planning. She also is involved with San Antonio Winemakers dba Val du Soleil, an agriculture/farming business, but spends minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2018 - Present · 7 yrs 11 mos
Raymond James Financial Services, INC.Broker
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Edward Jones
January 2007 - November 2018 · 11 yrs 10 mos
Edward JonesBroker
May 2004 - November 2018 · 14 yrs 6 mos
Pfg Securities, INC.Broker
July 1988 - May 1989 · 10 mos
Washington National Equity CompanyBroker
July 1986 - December 1989 · 3 yrs 5 mos
Waddell & Reed, INC.Broker
December 1983 - June 1986 · 2 yrs 6 mos
State Registrations15 states
AKAZCACOFLHIIDMEMTNCNMNVNYVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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