| Invest with a financial advisor | Invest on your own | |||
|---|---|---|---|---|
|
Dedicated financial advisor Get a free consult
|
Team of financial advisors Get started
|
Intuitive Investor® Sign on to begin*
|
WellsTrade® Open an account*
|
|
| Investing preference | One-on-one guidance from a financial advisor | Work with a phone-based team of Solutions financial advisors | Automated investing with professionally managed portfolios | Make your own trades with do‑it‑yourself investing |
| Investing minimum | $100,000 to start | Generally $25,000 to start | $500 | No minimum |
| How it works | Get personalized advice and goal-based planning with assets over $250,000 | Meet by phone to discuss goal-based planning and investing objectives | Answer a few questions to match with a portfolio — we’ll monitor daily and rebalance as needed | Trade stocks, exchange-traded funds, mutual funds, and more on your own |
| Fees | Discuss fees with your advisor | 0.60% annual advisory feeFootnote 1 Checking discounts availableFootnote 2 |
0.35% annual advisory feeFootnote 3 Checking discounts availableFootnote 2 |
$0 per online trade & ETF tradesFootnote 4 |
| Access to research | Yes | Yes | Yes | Yes |
| Get a free consultLearn more | Get startedLearn more | Sign on to begin*Learn more | Open an account*Learn more | |
| Invest with a financial advisor | ||
|---|---|---|
|
Dedicated financial advisor Get a free consult
|
Team of financial advisors Get started
|
|
| Investing preference | One-on-one guidance from a financial advisor | Work with a phone-based team of Solutions financial advisors |
| Investing minimum | $100,000 to start | Generally $25,000 to start |
| How it works | Get personalized advice and goal-based planning with assets over $250,000 | Meet by phone to discuss goal-based planning and investing objectives |
| Fees | Discuss fees with your advisor | 0.60% annual advisory feeFootnote 1 Checking discounts availableFootnote 2 |
| Access to research | Yes | Yes |
| Get a free consultLearn more | Get startedLearn more | |
| Invest on your own | ||
|---|---|---|
|
Intuitive Investor® Sign on to begin*
|
WellsTrade® Open an account*
|
|
| Investing preference | Automated investing with professionally managed portfolios | Make your own trades with do‑it‑yourself investing |
| Investing minimum | $500 | No minimum |
| How it works | Answer a few questions to match with a portfolio — we’ll monitor daily and rebalance as needed | Trade stocks, exchange-traded funds, mutual funds, and more on your own |
| Fees | 0.35% annual advisory feeFootnote 3 Checking discounts availableFootnote 2 |
$0 per online trade & ETF tradesFootnote 4 |
| Access to research | Yes | Yes |
| Sign on to begin*Learn more | Open an account*Learn more | |
*If you're not currently a Wells Fargo customer, please call 1-866-522-0459 to get started.
Plus any applicable manager or fund fee on advisory accounts. Please refer to the Personalized UMA ADV Part 2A wrap fee program brochure for more information. For information on brokerage account fees and expenses (non-advisory), refer to Wells Fargo Advisors’ Reg BI Disclosure.
When you link your Intuitive Investor or Solutions advisory account offered through Wells Fargo Advisors to your Wells Fargo Prime Checking, Wells Fargo Premier Checking, or Private Bank Interest Checking account, you will receive a discount on your Intuitive Investor or Solutions advisory account advisory fee. The advisory fee discount will be based on the type of checking account you have and will be applied at account opening if the account is eligible to be linked to an existing Wells Fargo Prime Checking, Wells Fargo Premier Checking, or Private Bank Interest Checking account. If your Intuitive Investor or Solutions advisory account is not linked to a Wells Fargo Prime Checking, Wells Fargo Premier Checking, or Private Bank Interest Checking account within 90 days, the discounted advisory fee will no longer apply and the standard advisory fee of 0.35% for Intuitive Investor or 0.60% for Solutions advisory will apply. If the Wells Fargo Prime Checking, Wells Fargo Premier Checking, or Private Bank Interest Checking account is closed, or converted to another non-eligible product, the discounted advisory fee will discontinue and revert to the standard advisory fee of 0.35% for Intuitive Investor or 0.60% for Solutions advisory. Custodial accounts and certain trust accounts are not eligible for the Wells Fargo Prime Checking, Wells Fargo Premier Checking, or Private Bank Interest Checking account advisory fee discount. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC. For complete Intuitive Investor fee information, refer to the Intuitive Investor fee schedule (PDF).
Refer to the Wells Fargo Bank Consumer Account Fee and Information Schedule for further information about the Wells Fargo Prime Checking and Wells Fargo Premier Checking account and applicable bank fees. For The Private Bank Interest Checking account and applicable bank fees, refer to both the Wells Fargo Bank Consumer Account Fee and Information Schedule and The Private Bank Consumer Deposit Products Disclosure. The Wells Fargo Prime Checking account has a $25 monthly service fee. The fee can be avoided each fee period with $20,000 or more in statement-ending qualifying linked balances. The Wells Fargo Premier Checking account has a $35 monthly service fee. The fee can be avoided each fee period with $250,000 or more in statement-ending qualifying linked balances. The statement-ending qualifying balances for each of these account types include linked (a) consumer bank deposit account balances (checking, savings, time accounts (CDs), FDIC-insured IRAs) and (b) investment account balances (investments available through our affiliate Wells Fargo Advisors, and applicable bank fiduciary and custody accounts). Wells Fargo may waive the monthly service fee at its discretion for promotional or other purposes. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
There are also management fees and other expenses associated with the funds in your portfolio (as explained in each fund’s prospectus in the fees and expense section).
$0 per trade is applicable to commissions for online and automated telephone trading of stocks and exchange-traded funds (ETFs). For stock and ETF trades placed with an agent over the telephone, a $25 agent-assisted trading fee is charged. Each trade order will be treated as a separate transaction subject to commission. An order that executes over multiple trading days may be subject to additional commission. One commission will be assessed for multiple trades, entered separately, that execute on the same day, on the same side of the market. Other fees and commissions apply to a WellsTrade account. For complete information on fees and commissions, refer to the WellsTrade Account Commissions and Fees Schedule. Schedule subject to change at any time.
Wells Fargo Advisors:
Advisory fees are paid quarterly and do not include ETF fees.
The Intuitive Investor program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.
Fees are subject to change at any time, without notice.
Investment and Insurance Products are:
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