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. It is generally a percentage or scheduled amount based on the aggregate purchase price of the securities subject to the tax. Call us at 1-866-522-0459 or search for a local branch. Many of them also have additional registrations and/or licensing that permits them to offer investment advisory services. Our demo is a great starting point. 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%. 1 Each trade order will be treated as a separate transaction subject to commission. Integration with various accounts, no fees other than an annual … Wells Fargo Advisors may change this fee schedule at any time. Call us at 1-866-648-9423 to apply for a WellsTrade Account. 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. © 2021 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. Make an appointment with a financial advisor and request your. For more information, call Wells Fargo Bank, N.A. Ashley Watumull is a financial advisor who works out of San Francisco, California, with a total of 10 years in the industry. Investment products and services are offered through Wells Fargo Advisors. Get to know WellsTrade’s key functions, features, and capabilities. 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. Primary menu. Perruso currently works for Wells Fargo Clearing Services, LLC. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Competitive and clear pricing for your Wells Fargo Advisor’s online investment accounts. Links to third-party websites are provided for your convenience and informational purposes only. Links to third-party websites are provided for your convenience and informational purposes only. Certain accounts cannot be included in a household. Your costs under an investment advisory account are typically an agreed-upon percentage of the assets held in your account. Other affiliates of Wells Fargo & Company provide sub-advisory and other services for the funds. Whether you are a brokerage or investment advisory client is dictated solely by the actual services agreed upon and provided. Wells Fargo Advisors provides a full range of investing services and financial solutions. Other brokers, such as OptionsHouse, don't provide such investment advice. Watumull currently works for Wells Fargo Clearing Services, LLC. Once you find a financial advisor who is the right fit for you, they will identify the fee structures for our products and services. The Foreign Financial Transaction Fee corresponds to the amount of the tax, as set forth under applicable foreign tax laws. It is charged quarterly and covers the investment account management and a range of advisory services, including unlimited guidance calls to financial advisors. Deposit products offered by Wells Fargo Bank, N.A. 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. $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. Learn about Wells Fargo culture, salaries, benefits, work-life balance, management, job security, and more. 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: The funds are distributed by Wells Fargo Funds Distributor, LLC, an affiliate of Wells Fargo & Company. This firm is compensated either through commissions or a percentage of assets under management. Your costs under a brokerage account are based on a commission or sales charge on each transaction. 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