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Investment Management

A lot may be riding on your investments: retirement, children’s or grandchildren’s education, your financial legacy. Your investment plan should get the attention it deserves. 

Some investors enjoy managing their own plan, but you’re not alone if you don’t fall into that category. Like many others, you may want to work with a professional by taking advantage of an advisory program. Our team has significant experience building, monitoring, and rebalancing investment portfolios to help support wealth creation, liquidity, and future planning events.   

Using an Advisory Program

You can save time and have a professional manage your investments when you use the services of an advisory program.

With some advisory programs, one gives another party the power to make decisions for your account’s day-to-day management. This means you can allow a portfolio manager — in some cases, your Financial Advisor — to decide when to buy, sell, and hold investments without consulting you.

Your portfolio manager will make decisions based on a variety of factors:

lineYour long-term objectives

lineThe time you have to reach your objectives

line
Your risk tolerance

Fee Replaces Commissions

So how can an advisory account differ from a traditional brokerage account? One difference is how you pay for the services you receive. In an advisory account program, you generally pay a fee. This is often charged on a quarterly basis based on a percentage of your account’s value. In a traditional brokerage account you would pay a commission for each transaction.

Turn to a Team of Professionals

Wells Fargo Investment Institute combines teams from a broad range of backgrounds and develops investment guidance to help support clients as they navigate economic and market conditions. With some of the best talent and thinking in the industry under one umbrella, WFII helps you pursue your financial goals by supporting investment professionals with research and investment options.

Fees for the 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 $250 per calendar quarter to maintain this type of account. The fees do not cover the fees and expenses of any underlying packaged product used in your portfolio. 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 advisory disclosure documents for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.