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.