The PIM® program is designed for investors who:

  • Want a customized investment program based on an active management approach to asset allocation
  • Prefer a portfolio manager who can make investment decisions on their behalf
  • Are seeking long-term portfolio management through diversification while keeping underlying investment costs to a minimum
  • Seek the flexibility to build and maintain a portfolio using a wide array of investments
  • Value a high level of professional services and personal attention available only to high-net-worth clients

PIM program accounts are not designed for excessively traded or inactive accounts and are not appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The standard minimum account size for this program is $50,000.