Peart-Foster Group

High Net Worth Portfolio Review

In the past individuals often felt comfortable holding on to certificates themselves and to have bonds at several locations. With the volatility of today’s markets significant fluctuations in stocks and bonds have become much more commonplace. Frequent review of your investment portfolio is imperative. In the past we have offered a free personalized service to individuals and trusts whose municipal bond holdings are $1,000,000 and more. The response has been so good that we are reducing this to just $250,000 in municipal bond holdings so that more individuals can take advantage of this valuable service.  

The Portfolio Review Service given by the Peart-Foster Group of Wells Fargo Advisors includes:

Market evaluations.

Ratings updates on a regular basis.

Notification of called bonds.

Unrealized profit/loss rep

Income reports.

 
For securities held in a Wells Fargo Advisors account with Brokerage Cash Services, the interest and dividend payments can be mailed in a timely manner or swept in to a money market or deposit account with free check writing.

There’s no obligation to purchase any securities through the Peart-Foster Group of Wells Fargo Advisors. You can purchase bonds from other companies and ship them to us free of charge. So why do we offer this extremely valuable service for free? Once you experience our professional approach and service we offer to our high net worth clients, we believe you will give us an opportunity to service more of your investment needs.

•Banking services are offered through Wells Fargo Bank, N.A., member of FDIC, a separate affiliate of Wells Fargo & Company.
•“Brokerage Cash Services/Command Check” means a payable through draft that is similar in appearance and function to a traditional check but is written and processed from your brokerage account.
•Check writing and check order fees apply to Brokerage Cash Services/Command Business.
•Must be 59½ or older for check writing privileges with Brokerage Cash Services/Command IRA.

 

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
This information is intended for use only by residents of (AR, AZ, CA, CO, FL, HI, IL, MD, MO, NH, NV, OR, PA, SC, TN, TX, VA, WA). 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 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.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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