Our Services

We provide fee-based portfolio management services and access to some of the nation's well-qualified money managers. These fee-based services include:
 

  • Personalized UMA Multi Strategy --- combines multiple, unaffiliated investment managers in a single account and delivers a single quarterly report to make it easier for you to track your overall investment performance.1
  • Asset Advisor --- This is an advisory brokerage program in which the Griffin & Hines Investment Group makes recommendations while you make the final decision. You also receive a written performance report quarterly.2
  • Personalized UMA Single Strategy --- The Griffin & Hines Investment Group will help you select a money manager suited to your investment objectives from a group of leading money managers.1
  • FundSource® --- Our mutual fund wrap-fee program selects mutual funds from a broad universe --- including well-known no-load funds, as well as load-waived funds. From this service, we can provide a portfolio appropriate to your investment objectives, along with performance review and recommendations as needed.3

All investing involves risk, including the possible loss of principal. The investment return and principal value of mutual funds will fluctuate, and shares, when sold, may be worth more or less than their original cost. Independent money management is not appropriate for all investors. Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors.

1 The fees for the Personalized Unified Managed Account (Personalized UMA) program are negotiable and may vary, depending on the level of assets in the account and products/strategies selected, and are assessed quarterly in advance. The fees include Advisory services, performance measurement, transaction costs, custody services and trading. The fees do not cover the fees and expenses of any underlying packaged products used in your portfolio. Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is between $10,000 and $2,000,000, depending on strategy selected.

2 Fees for the Asset Advisor program include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $125 per calendar quarter to maintain this type of account. The fees do not cover the fees and expenses of any underlying packaged products in the account. Advisory programs 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. Additional fees may apply in certain circumstances. Please contact a Financial Advisor for more specific details about additional expenses that may be incurred in this type of program and for a list of eligible and excluded assets. The minimum account size for this program is $25,000.

3 The fees for the FundSource® program include advisory services, performance measurement, transaction costs, custody services and trading. The fees do not cover the fees and expenses of the underlying funds and customary brokerage charges may apply to non-program assets. The standard fee schedule, which is negotiable, is based on account size and an assumed active equity portfolio. There is a minimum quarterly client fee requirement of $75 or $37.50 in the case of FundSource FoundationsSM to maintain this type of account. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors. The minimum account size for this program is between $10,000 and $25,000 depending on model selected.