Portfolio Management

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®
 
FundSource® is our discretionary mutual fund investment platform where we utilize strategic asset allocation and provide periodic rebalancing in order to keep a disciplined approach.  This platform allows us the flexibility to construct highly personalized portfolios of no load, load-waived, and institutional share-class mutual funds tailored to your unique investment objectives and goals to minimize internal costs, as compared to retail share classes.

Please consider the investment objectives, risk, charges, and expenses carefully before investing. The prospectuses, which contains this information and more, may be obtained by calling your financial advisor. Please read the prospectus 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 the model selected.

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