Monument

Portfolio Management

When appropriate we provide clients with an array of fee based portfolio management solutions. After completing an ENVISION® plan, we help clients find the program best suited to help them achieve their financial goals.
We are among a select group of Wells Fargo Advisors entrusted to manage client assets with discretionary authority through the Private Investment Management (PIM) and Quantitative Choice portfolio management programs. After determining whether these programs are appropriate for your investment needs, we will select a strategy that will best meet your objectives and requirements.

Fees for the Quantitative Choice and PIM programs include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation were based on commissions. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000.
FundSource is a discretionary mutual fund investment program which implements strategic asset allocation, auto rebalancing, and due diligence. This program provides us with the flexibility to construct highly personalized portfolios of no load, load-waived, and institutional share-class mutual funds suited to your unique investment objectives.

The mutual funds in our FundSource program are available by prospectus only. Please consider the investment objectives, risk, charges and expenses carefully before investing. The prospectuses, which contain this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest. The FundSource® program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is Between $10,000 and $25,000 depending on model selected.
The DMA program features a professionally managed series of Optimal Blends and Customized portfolios consisting of separately managed accounts, mutual funds and exchange-traded funds (ETFs). These portfolios include asset allocation, diversification and risk-based portfolio management to investors.

The Diversified Managed Allocations (DMA) program is not designed for excessively traded or inactive accounts and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $100,000. 
The Masters offers professionally managed separate account strategies where the client pays an all-inclusive fee that covers a package of services including portfolio management, custody of assets, all transaction charges, consulting and advisory services, research, and monitoring. Our Masters program offers you access to more than 100 of the nation's top institutional money managers and nearly 300 investment styles. The Masters program is not designed for excessively traded or inactive accounts and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $100,000.