PIM Program Summary
We will guide you through a consulting process to identify your financial goals and investment objectives. We are able to determine the proper asset allocation and construct a portfolio of investments needed to achieve the results of your plan.
We provide the ability to hold a wide range of asset types within one portfolio eliminating the need for multiple accounts. We have access to qualified and experienced investment analysts to assist Portfolio Managers. Rather than traditional trade-based commission charges, we charge one fee based on the size of your account.
As your Portfolio Managers, we will actively manage your portfolio on an ongoing discretionary basis using the corresponding investment objectives.
Fees for the PIM 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 Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000.