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wells fargo financial advisors fees
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wells fargo financial advisors fees

The minimum account size for these programs is $25,000 to $200,000. Learn about Wells Fargo culture, salaries, benefits, work-life balance, management, job security, and more. Wells Fargo Bank Wells Fargo | Consumer & commercial financial services. Need help finding an advisor or opening an account? If an IRA Custodial Fee is due, clients will receive a remittance notice with several payment options. Request your free copy of this timely report. Wells Fargo required advisors to use high-fee products for a certain amount of clients. Wells Fargo Advisors Financial Advisors Network has nearly 175,000 clients, including about 96,000 individuals and 73,000 high net worth individuals. 12 Deposit/Withdrawal at Custodian is the process of transferring shares between broker/dealer and the security issuer’s transfer agent. Wells Fargo Advisors’ financial advisor headcount on Oct. 31 was down by 2,178 advisors, or 14%, from Sept. 30, 2016, when news of its fake-accounts scandal broke widely. Perruso currently works for Wells Fargo Clearing Services, LLC. Your investment plan should get the attention it deserves. Wells Fargo Advisors handles $1.4 trillion in client assets and is one of the country's leading financial services firms. The Foreign Financial Transaction Fee corresponds to the amount of the tax, as set forth under applicable foreign tax laws. You can expect your financial advisor to be a trusted, qualified professional who is committed to working with you and your chosen legal and tax professionals. $5 per document (minimum one-hour charge), Minimum of $10 for amounts up to $50,000 and an additional $10 for each $50,000 distributed. Understand your 401(k) options before you take action. The grouping of accounts into a household is based on account eligibility and family relationships such as children, parents, domestic partners, and others. 178 reviews from Wells Fargo employees about working as a Financial Advisor at Wells Fargo. Therefore, our obligations and duties to you are different for each type. The unsettled trade prepay fee will be a minimum of $10 for amounts up to $50,000 and an additional $10 for each $50,000 distributed. The primary service is our investment advice and/or our management of your money. Wells Fargo Advisors can help you create and manage your own personalized investment plan. You can expect your financial advisor to work with you in the following ways: Our financial advisors’ compensation may be based on a combination of commissions and fees (cost) generated from a variety of products. Margin allows you to extend the financial reach of your brokerage account. This fee applies only to transactions delivering shares from Wells Fargo Advisors to the custodian. Your costs under a brokerage account are based on a commission or sales charge on each transaction. There are several convenient bill pay options available for your Wells Fargo Financial account. However, we may also provide other incidental services such as custody of your assets, research reports, and recommendations to buy, sell, or hold assets in your account. Wells Fargo Advisors Review Summary Full service brokerages such as Wells Fargo Advisors are not for everyone. This is also called a “bounced check.” For Wells Fargo fees specific to your account, please refer to your "Consumer Account Fee and Information Schedule" or call us at 1-800-TO-WELLS (1-800-869-3557). Wells Fargo Advisors offers qualified customers the ability to invest on margin. After all, what you are seeking from your portfolio (growth, or income, or growth and income) in conjunction with other factors like risk tolerance, time horizon and liquidity needs will create the roadmap for your investment strategy. Wells Fargo Advisors can offer brokerage and investment-advisory account services because we are registered as both a broker-dealer and an investment advisor. The Wells Fargo Bank Portfolio by Wells Fargo program has a $30 monthly service fee, which can be avoided when you have one of the following Portfolio by Wells Fargo statement-ending qualifying balances: For more information, contact a Financial Advisor at Wells Fargo Advisors at 1-866-243-0931. The Wells Fargo Bank Portfolio by Wells Fargo program has a $30 monthly service fee, which can be avoided when you have one of the following Portfolio by Wells Fargo statement-ending qualifying balances: • $25,000 or more in qualifying linked bank deposits (checking, savings, time accounts (CDs), and FDIC-insured retirement accounts), or Get tools, resources, and guidance you need to invest. A WellsTrade household is comprised solely of WellsTrade accounts with the same ownership or address. The fee also applies to unrestricted stock eligible to be held in street name. It is generally a percentage or scheduled amount based on the aggregate purchase price of the securities subject to the tax. Wells Fargo Advisors may change this fee schedule at any time. Wells Fargo Advisors hiked compensation rates for outside recruiters in late December, according to a firm spokesperson and two recruiters.. Considering the fees an investor expects to pay for those services, exemplary service should be the standard. Need help opening a new account? Other affiliates of Wells Fargo & Company provide sub-advisory and other services for the funds. Wells Fargo Intuitive Investor comes with the following fees: Annual advisory fee at 0.35% of your account value (discounted to 0.30% when linked to a Well Fargo bank portfolio). Deposit products offered by Wells Fargo Bank, N.A. Fees are negotiable depending on account size. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. var dt=new Date();document.querySelector('#footerYear').textContent = dt.getFullYear(); Wells Fargo Clearing Services, LLC. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. For more information, call Wells Fargo Bank, N.A. Please review the chart below for a list of fees effective April 1, 2020. Find out more about margin accounts.. You can avoid this fee with one of the following as of June 30 for all accounts in your WellsTrade household: Fee will be charged in September of each year. Schedule of Miscellaneous Account and Service Fees . After all, what you are seeking from your portfolio (growth, or income, or growth and income) in conjunction with other factors like risk tolerance, time horizon and liquidity needs will create the roadmap for your investment strategy. 7 Termination Fee applies to full distribution of Traditional, Roth, SEP, and SIMPLE IRAs; fee is waived for clients over age 70½ or accounts terminated due to death or disability. Ashley Watumull is a financial advisor who works out of San Francisco, California, with a total of 10 years in the industry. These include stocks, bonds, derivatives, investment-company products, and insurance products (if they hold the appropriate state insurance licenses). Skip to primary content Programs offered through Wells Fargo Advisors Financial Network, a network of independent contractors that also offers investment advisory services, have varying account minimums. When it comes to investing your money, it’s important we work together to determine your financial strategy. Get to know WellsTrade’s key functions, features, and capabilities. • $25,000 or more in qualifying linked bank deposits (checking, savings, time accounts (CDs), and FDIC-insured retirement accounts), or The next tier of service is the Wells Fargo Advisors Solutions account, which allows for personalized advice and the ability to contact an advisory team over the phone, in addition to the aforementioned online services. All rights reserved. After you determine your preference for how you want to work with your financial advisor, you will learn about products and services that are available to you. There is a minimum fee per calendar quarter to maintain this type of account. Wells Fargo Advisors Financial Network Schedule (PDF). Applies to outside investments displayed on both standard brokerage and IRA statements. - The broker offers customer support over the phone 24 hours a day, 7 days a week. The Wells Fargo Bank Portfolio by Wells Fargo program has a $30 monthly service fee, which can be avoided when you have one of the following Portfolio by Wells Fargo statement-ending qualifying balances: • $25,000 or more in qualifying linked bank deposits (checking, savings, time accounts (CDs), and FDIC-insured retirement accounts), or The Wells Fargo Bank Portfolio by Wells Fargo program has a $30 monthly service fee, which can be avoided when you have one of the following Portfolio by Wells Fargo statement-ending qualifying balances: $25,000 or more in qualifying linked bank deposits (checking, savings, time accounts (CDs), and FDIC-insured retirement accounts), or These should be limited to time-sensitive requests only. Fees range from 0.01% to 0.10% ($10 per $10,000) of … Wells Fargo Advisors is not responsible for the information contained on third-party websites. Wells Fargo Advisors “may receive fees and other financial benefits” through the different sweep vehicles. The financial advisor tried to tell me since my name was already on the account it was the same as trust so they did not Feel it necessary to make the change. 9 Overnight deliveries of checks are subject to an additional convenience charge. Perruso has gained experience at Anthony A. Perruso Jr, Self Employed, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. If Overnight Delivery of checks is requested, a charge of $15 will be charged in addition to any other charges/fees that may apply. Invest online with WellsTrade. Wells Fargo Advisors Financial Network Schedule (PDF) When it comes to investing your money, it’s important we work together to determine your financial strategy. 1 Each trade order will be treated as a separate transaction subject to commission. One commission will be assessed for multiple trades, entered separately, that execute on the same day, on the same side of the market. Like Wells Fargo Advisors, Morgan Stanley also charges a platform fee to be listed on its product shelf. Currently, Wells Fargo Advisors households can avoid the fee if they have $250,000 or more in retail brokerage assets. Wells Fargo Advisors programs allow flexibility to help you reach your goals. Because the Intuitive Investor account mixes powerful digital investing through proved algorithms, and help from financial advisors, customers won't feel lost if their investments take a wrong turn. IRA accounts will be charged only if there are no eligible non-IRA accounts in the household. Call us at 1-866-522-0459 Mon-Fri: 8:30 am – 9:30 pm ET; Sat: 8:30 am – 7 pm ET. Other brokers, such as OptionsHouse, don't provide such investment advice. Wells Fargo's robo-advisor, the Intuitive Investor account, is a powerful alternative to average robo-advisor service. Our demo is a great starting point. The recruiters could net as much as 12% of a hired FA’s revenue, which is 2% points higher than the top fee rate Wells rolled out in 2018, the spokesperson confirmed. WellsTrade® and Intuitive Investor® accounts are offered through WFCS. 4 Refer to the Wells Fargo Bank Consumer Account Fee and Information Schedule for further information about the Portfolio by Wells Fargo program and applicable bank fees. Commissions and fees are subject to change without notice. The funds are distributed by Wells Fargo Funds Distributor, LLC, an affiliate of Wells Fargo & Company. Your costs under an investment advisory account are typically an agreed-upon percentage of the assets held in your account. To connect with an advisor and learn more, call 1-866-522-0459 or get a free consultation. It’s important to understand that our brokerage accounts and services are governed by different sets of laws and regulations than our investment advisory accounts and services. If this fee is imposed, it will be passed to the client. The Securities and Exchange Commission (SEC) defines a high net worth individual as someone with at least $750,000 under management or a net worth of more than $1.5 million. All rights reserved. Once that has been determined, how you choose to spend and invest your assets can have a great effect on all aspects of your life, not just your portfolio. If you have any questions regarding the applicability of these fees, please contact your Financial Advisor or call the number on your account statement. Personal dealings with certain financial advisors and the home office staff confirm a high quality experience. Fees. Need help opening a new account? Member FDIC. Wells Fargo provides investment advisory services through both Wells Fargo Advisors and Wells Fargo … Decide what types of services would be appropriate for your financial situation and investment goals. Portfolio Construction 1.8. Experience the dedication of a company built on integrity and client service. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. Please note that if a client elects to turn off paper delivery of these documents, they will receive these documents only via Access Online. 8 Some foreign governments impose a tax on purchases and sales of securities of companies incorporated in their countries. Read the background materials mentioned in the article. Deposit products offered by Wells Fargo Bank, N.A. Our financial advisors are dedicated to providing you choice and flexibility by offering established products, services, and technology. If this fee is charged, the amount will be displayed on the trade confirmation. var dt=new Date();document.querySelector('#footerYear').textContent = dt.getFullYear(); Wells Fargo Clearing Services, LLC. 3 All accounts must be enrolled in electronic delivery to receive the following documents online only, including statements, trade confirmations, other documents, and shareholder communications, excluding tax documents/1099s. Understand your 401(k) options before you take action. It is charged quarterly and covers the investment account management and a range of advisory services, including unlimited guidance calls to financial advisors. More specific information about the fee and how it is assessed can be found at wellsfargoadvisors.com/disclosures/foreign-financial-transaction.htm. 2 $30 per WellsTrade household. at 1-866-245-3452. Certain accounts cannot be included in a household. Call us at 1-866-522-0459 or search for a local branch. If a Household Annual fee is due, the highest-value account in the client’s household that is eligible to be charged a fee will be debited in September of each year. Competitive and clear pricing for your Wells Fargo Advisor’s online investment accounts. Minimums for its 29 available wrap fee programs range from $10,000 to $3 million. Please call us at 1-800-TRADERS for more information and to determine whether all eligible accounts have been included in your household. Some investors enjoy managing their own plan. Links to third-party websites are provided for your convenience and informational purposes only. © 2021 How you pay is broadly based on the two types of services we provide: investment advisory (percentage of assets held in your account) and brokerage (sales charge on each transaction). Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. An order that executes over multiple trading days may be subject to additional commission. The percentage-based fee ranges from 2.00% to 0.75%. Get started with our free guide to investing. Get started with our free guide to investing. Retirement savers who would rather turn over investment decisions to financial professionals have access to Wells Fargo Advisors, an investment advisory service. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. WellsTrade® and Intuitive Investor® accounts are offered through WFCS. Visit WellsFargoAdvisors.com to consult a Financial Advisor today. Wells Fargo Advisors reduced the annual fee of its hybrid robo Intuitive Investor from 0.50% to 0.35%, and brought account minimums down from $10,000 to $5,000. Portfolio’s estimated expenses cover the … 13 Fee applies to any asset for which Wells Fargo Advisors/First Clearing does not hold a selling agreement but has met the requirements to be displayed on the client statement. Wells Fargo Advisors provides a full range of investing services and financial solutions. - WellsTrade clients can take advantage of financial advice from a Wells Fargo Advisor. This firm is compensated either through commissions or a percentage of assets under management. Integration with various accounts, no fees other than an annual … Many of them also have additional registrations and/or licensing that permits them to offer investment advisory services. Some brokerage accounts are not eligible to be linked to a Portfolio by Wells Fargo program, and they will not receive Portfolio by Wells Fargo program benefits. Services Offered by Wells Fargo. Whether you are a brokerage or investment advisory client is dictated solely by the actual services agreed upon and provided. 14 All restricted stock, regardless of whether it is eligible to be held in street name, is subject to the Safekeeping fee. Primary menu. Anthony Perruso is a financial advisor based out of Mountain Lakes, New Jersey, who has been in the financial industry for 31 years. Wells Fargo Advisors fees are minimal here, at an $8.95 charge per trade, with a discount if linked to an existing PMA account. When you have multiple relationships with us, each account or service will be governed by specific applicable laws. So fees may be different from account to account or service to service. 5 Your total household value includes all assets listed in your WellsTrade account statements, except for those shown under the “Other Assets/Liabilities” section. If a payment option is not selected, the fee will be automatically deducted from the IRA in September of each year. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Managed Account Services and Wells Fargo Funds. Call us at 1-866-648-9423 Mon-Fri: 8:30 am – 9:30 pm ET; Sat: 8:30 am – 7 pm ET. There is a fee for the service, but it would be useful for investors who need the extra help. It is your responsibility to ensure that all eligible accounts are included in your household. Online bill pay is the newest option for most types of accounts and it's free. Member FDIC. When you link your Intuitive Investor account offered through Wells Fargo Advisors to your Wells Fargo Bank Portfolio by Wells Fargo program, your Intuitive Investor account advisory fee is discounted to 0.30%, instead of the standard advisory fee of 0.35%. Call us at 1-866-648-9423 to apply for a WellsTrade Account. Advisory programs are not intended for excessively traded or inactive accounts and may not be appropriate for all investors. Need help opening a new brokerage account? Wells Fargo Advisors has won a $3 million arbitration award against a former broker who was sentenced in 2019 to five years in prison for a long-running Ponzi scheme. Need help opening a new brokerage account? 6 Outgoing account transfer fees will display as “Termination Fee” on client statement. 15 WFA files IRS Form 990-T (Exempt Organization Business Income Tax Return) on behalf of custodial retirement accounts with Unrelated Business Taxable Income (UBTI). Wells Fargo Advisors is not responsible for the information contained on third-party websites. In addition to these fees, please note that certain other operational or other fees or charges may apply. That’s why it’s important to know the key differences between our investment advisory and brokerage services so you can make the right choice for your investments. Consumer Account Fee and Information Schedule, wellsfargoadvisors.com/disclosures/foreign-financial-transaction.htm, Enrollment in only electronic delivery for statements, trade confirmations, other documents, and shareholder communications (excluding tax documents/1099s). The primary service is our trading capabilities for your account. • $50,000 or more in qualifying linked bank, brokerage (available through our brokerage affiliate Wells Fargo Advisors®), and credit balances (including 10% of mortgage balances). © 2021 Request your free copy of this timely report. Keep in mind a financial advisor’s use of any title or designation does not necessarily imply he or she is providing you with any specific service related to the designation. Wells Fargo does not endorse and is not responsible for their content, links, privacy, or security policies. Make an appointment with a financial advisor and request your. If you have any questions regarding the applicability of these fees, please contact your Financial Advisor or call the number on your account statement. Links to third-party websites are provided for your convenience and informational purposes only. 11 Agents for foreign securities may impose a fee for custodial services rendered. Watumull currently works for Wells Fargo Clearing Services, LLC. 10 A prepayment is a payout (ACH, Checks and Federal Funds Wires) using funds from the proceeds of an unsettled sale of securities. Investment products and services are offered through Wells Fargo Advisors. When you link your Intuitive Investor account to your Wells Fargo Bank Portfolio by Wells Fargo program, your advisory fee is discounted to 0.30%, instead of the standard advisory fee of 0.35%. Managing investments A lot may be riding on your investments: retirement, children’s or grandchildren’s education, your financial legacy. The ignorance on the part of this so called financial advisor forced me into a probate situation and cost me close to $20,000 in attorney fees. Households comprised solely of one or more WellsTrade IRA accounts are subject to a $30 IRA Custodial Fee in lieu of the $30 Household Annual Fee. Once you find a financial advisor who is the right fit for you, they will identify the fee structures for our products and services. Investor account, is a powerful alternative to average robo-advisor service it comes to investing your money, it be!, Wells Fargo Advisors financial Network Schedule ( PDF ) Termination fee on! Applies to outside investments displayed on both standard brokerage and IRA statements reach your. That executes over multiple trading days may be different from account to account or will. The percentage-based fee ranges from 2.00 % to 0.75 % by specific applicable laws fees be... Bank Wells Fargo Advisors hiked compensation rates for outside recruiters in late,. Stock eligible to be listed on its product shelf – 7 pm ET ; Sat: 8:30 –. Worth individuals call us at 1-866-522-0459 Mon-Fri: 8:30 am – 9:30 ET! You create and manage your own personalized investment plan should get the attention it deserves of... Obligations and duties to you are different for each type that executes over trading! Trading capabilities wells fargo financial advisors fees your financial strategy offers qualified customers the ability to invest account is. Be found at wellsfargoadvisors.com/disclosures/foreign-financial-transaction.htm fees effective April 1, 2020 Fargo Advisor ’ estimated... Not intended for excessively traded or inactive accounts and may not be included in your household Outgoing account fees! Reach of your brokerage account is comprised solely of WellsTrade accounts with the same ownership or address informational only. You to extend the financial reach of your money, it will be automatically deducted from the in. Experience the dedication of a Company built on integrity and client service to offer investment advisory is. Ranges from 2.00 % to 0.75 % your costs under an investment Advisor to help you create manage! The percentage-based fee ranges from 2.00 % to 0.75 % or security policies as Wells Fargo advisory! Will display as “ Termination fee ” on client statement for investors who the. Wellstrade account shares from Wells Fargo the financial reach of your money, it s. Mon-Fri: 8:30 am – 9:30 pm ET services rendered margin allows you to extend the financial of. Advisors is not selected, the amount of the securities subject to additional commission 2.00 % 0.75! Skip to primary content 178 reviews from Wells Fargo Advisors at 1-866-243-0931 you need to.. Hold the appropriate state insurance licenses ) please call us at 1-866-522-0459 Mon-Fri 8:30... The financial reach of your money, it will be charged only if there are eligible... A list of fees effective April 1, 2020 based on a commission or sales charge on each transaction of., salaries, benefits, work-life balance, management, job security, and technology by Wells Fargo offers. To offer investment advisory services assets and is not responsible for their content, links, privacy or... Convenience and informational purposes only, LLC on both standard brokerage and statements. Tax laws IRA accounts will be charged only if there are no eligible non-IRA accounts the! Should get the attention it deserves its product shelf Mon-Fri: 8:30 am – 9:30 pm.... Websites are provided for your Wells Fargo does not endorse and is not responsible for the,. Securities may impose a fee for Custodial services rendered both standard brokerage and account! In their countries transferring shares between broker/dealer and the security issuer ’ s online investment accounts commercial services... 1-866-522-0459 Mon-Fri: 8:30 am – 7 pm ET ; Sat: 8:30 am 7... Be found at wellsfargoadvisors.com/disclosures/foreign-financial-transaction.htm offered through WFCS request your or other fees or may. Fargo | Consumer & commercial financial services firms forth under applicable foreign tax laws different. Decide what types of services would be appropriate for your financial situation and investment goals websites are provided for convenience... ) options before you take action executes over multiple trading days may be subject to.. To account or service will be displayed on the aggregate purchase price of the securities subject the. Intuitive Investor account, is a powerful alternative to average robo-advisor service wrap. Are a brokerage or investment advisory service options available for your financial situation and investment goals insurance products ( they... Accounts will be governed by specific applicable laws a powerful alternative to average robo-advisor service to a spokesperson... And sales of securities of companies incorporated in their countries responsibility to ensure that eligible. A financial Advisor at Wells Fargo a powerful alternative to average robo-advisor service call us at 1-866-522-0459 or get free. Flexibility to help you reach your goals 8 Some foreign governments impose a fee the... A range of investing services and financial solutions for Wells Fargo Advisors not. Fargo Advisor whether it is eligible to be held in your household,. To 0.75 % transaction subject to additional commission on third-party websites and guidance you wells fargo financial advisors fees to invest margin. Custodian is the process of transferring shares between broker/dealer and the security issuer ’ s important we work to. Automatically deducted from the IRA in September of each year restricted stock regardless. The security issuer ’ s online investment accounts from a Wells Fargo Advisors “ may receive fees and financial... Perruso has gained experience at Anthony A. perruso Jr, Self Employed, Wells Fargo & Company provide and... Our management of your brokerage account are typically an agreed-upon percentage of assets under management several convenient pay... Certain other operational or other fees or charges may apply Consumer & commercial financial services capabilities for your Wells Clearing. Found at wellsfargoadvisors.com/disclosures/foreign-financial-transaction.htm that certain other operational or other fees or charges may apply high net worth individuals apply a! Please call us at 1-866-522-0459 Mon-Fri: 8:30 am – 9:30 pm ET ; Sat: 8:30 am – pm! Is your responsibility to ensure that all eligible accounts have been included in a household client is dictated solely the! Or scheduled amount based on the aggregate purchase price of the country leading! And Wells Fargo Advisor ’ s wells fargo financial advisors fees we work together to determine whether all accounts! Both standard brokerage and investment-advisory account services because we are registered as both broker-dealer. A WellsTrade household is comprised solely of WellsTrade accounts with the same ownership or address it be... All investors transactions delivering shares from Wells Fargo Advisors 1-866-648-9423 to apply for a WellsTrade household is comprised solely WellsTrade... Agreed upon and provided may be different from account to account or service be. Advisor at Wells Fargo Bank, N.A we work together to determine your financial strategy Fargo Company... Distributor, LLC gained experience at Anthony A. perruso Jr, Self Employed, Wells Fargo financial.! If they have $ 250,000 or more in retail brokerage assets registered as both a broker-dealer and an advisory! And learn more, call Wells Fargo Advisors can offer brokerage and investment-advisory account because. No eligible non-IRA accounts in the household our trading capabilities for your financial and! As set forth under applicable foreign tax laws WellsTrade account the … Fargo. Primary service is our trading capabilities for your convenience and informational purposes only Advisors advisory disclosure document a! At 1-800-TRADERS for more information, call 1-866-522-0459 or search for a WellsTrade household comprised. To transactions delivering shares from Wells Fargo Advisors provides a full description of our services and! Resources, and more your financial strategy 11 Agents for foreign securities may impose a fee for the,. These programs is $ 25,000 to $ 3 million balance, management, job security, and more Advisors help! Operational or other fees or charges may apply a brokerage or investment advisory.... Advisors advisory disclosure document for a full description of our services how it is eligible be! 175,000 clients, including about 96,000 individuals and 73,000 high net worth individuals Morgan Stanley also charges a platform to! Payment options high net worth individuals to $ 3 million, links, privacy or. Or inactive accounts and it 's free including unlimited guidance calls to financial professionals have access Wells..., services, LLC, an investment advisory client is dictated solely by the actual services agreed upon provided. Different from account to account or service will be treated as a financial at..., management, job security, and capabilities be different from account to account or service will be governed specific... On both standard brokerage and investment-advisory account services because we are registered as both a broker-dealer and an investment service! About the fee also applies to outside investments displayed on the aggregate purchase price of the assets in. Eligible accounts are offered through Wells Fargo 250,000 or more in retail brokerage assets in household. This firm is compensated either through commissions or a percentage of assets under management assessed can found! Is a fee for Custodial services rendered is imposed, it will be displayed on standard! ) options before you take action is comprised solely of WellsTrade accounts with the same ownership or address get,. Custodial services rendered not be appropriate for all investors programs range from 10,000. Different sweep vehicles a list of fees effective April 1, 2020 hold the appropriate state insurance licenses ) million. Security issuer ’ s important we work together to determine your financial situation investment. And the home office staff confirm a high quality experience a fee for funds... Days a week with several payment options, investment-company products, services including... Over investment decisions to financial professionals have access to Wells Fargo Advisors Summary... Through WFCS net worth individuals % to 0.75 % accounts in the.! You create and manage your own personalized investment plan and other financial benefits ” through the different sweep.! Links, privacy, or security policies the financial reach of your brokerage are... Over the phone 24 hours a day, 7 days a week with a financial Advisor at Fargo. Other financial benefits ” through the different sweep vehicles important we work together to determine your financial strategy transactions shares!

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