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Advisory Services & Programs

Providing a Wide Array of Advisory Programs & Services
Managing a complex investment portfolio can be challenging, and the sophisticated investing strategies that are often necessary for large portfolios demand expertise, time, and knowledge of how changes in the markets and economy affect each of your investments.

We offer a variety of advisory services and programs that can let you take advantage of the expertise of professional money managers and free you from the time-consuming, day-to-day monitoring and decision-making your portfolio requires.

Different Levels of Advisory Services & Programs to Match Your Unique Needs
The level of involvement you want to have in your investments helps determine which advisory programs and services are best suited for your needs. The types of advisory services we offer include:

  • Fund Advisory programs
  • Separately managed accounts
  • Unified managed accounts
  • FA-directed advisory programs
  • Client-directed advisory programs
Contact Joseph Xerri at 732-576-4892 , or email joseph.xerri@wfadvisors.com, to learn more about the specific programs we offer.

Advisory programs are not designed for excessively traded or inactive accounts and may not be suitable for all investors. Contact your financial advisor for a copy of our advisory disclosure document. Please carefully review our advisory disclosure document for a full description of our services. The minimum account size for these programs is between $25,000 and $1 million.

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, FL, IL, MA, MD, ME, NC, NJ, NY, OK, PA, SC, TN, TX, UT, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence. Investment and Insurance Products Are:
Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
©2019 Wells Fargo Advisors. All rights reserved.

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.

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