Client Profile

  • Expect a long-term relationship (10 years or more)
  • Have an approximate annual income of $150,000 or more
  • Typically have investable assets from $250,000 to $10,000,000
  • Are alert to general market activities
  • Realize accountability for investment strategy and decisions
  • Enjoy a personable, friendly relationship with their advisors

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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