ING Wealth LLC provides comprehensive portfolio management and financial planning services to individuals, high-net-worth individuals, and corporations. The firm creates personalized investment approaches using exchange-traded funds, mutual funds, individual stocks, and bonds, and reviews accounts at least quarterly. ING Wealth also offers financial planning covering retirement, taxes, insurance, estate planning, college savings, and debt management. Clients can choose between an asset-based fee schedule or an ongoing flat fee for portfolio management services. The firm is led by Matthew Gonzales and is based in La Mesa, California.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
www.ingwealthllc.com ·www.linkedin.com/in/matt-gonzales-cfp%c2%ae-910... ·www.instagram.com/ingwealth?igsh=ntc4mtiwnjq2yq...
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.55% |
Fees are generally negotiable based on client type, situation complexity, and other services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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