Personal Service Agreement


    • Customized investment and asset allocation plan developed for you based upon risk tolerance,goals and current portfolio
    • Annual Market Summary and Interest Survey with follow-up
    • General communication occurring at least on a quarterly/semi-annual basis
    • Comprehensive investment planning as needed
    • Monthly Newsletter
    • Access to the Command Asset Program (see brochure)
    • Meetings with your CPA and/or Attorney regarding tax planning, trust/estate planning, life and health insurance and/or topics for yours or your family’s benefit
    • Discussions with your business partners regarding wealth/business transfer, tax planning, trust/estate planning, and/or other needs.
    • Access to lending services offered through Wells Fargo affiliates
     
    In providing the services as described above, we seek to better understand your needs as our client and help you be an informed, involved investor.

    Investment and Insurance Products:

    ©2018 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.

    A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

    Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.

    FINRA's BrokerCheck Obtain more information about our firm and its financial professionals