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:
Ratings updates on a regular basis.
Notification of called bonds.
Unrealized profit/loss rep
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.