Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. This vast network of advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. With $1.7 trillion in client assets as of December 31, 2019, Wells Fargo Advisors provides investment advice and guidance to clients through 13,512 full-service financial advisors and referrals from 5,471 licensed bankers. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce suitable managers/investment programs to you. Advisory programs are not designed for excessively traded or inactive accounts and are not suitable for all investors. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.Īll investing involves risk, including the possible loss of principal. WellsTrade, Wells Fargo Investment Institute, Inc.For additional digital and automated investing information, please visit: In December 2019, Wells Fargo Advisors announced $0 trades on the WellsTrade self-directed trading platform for stocks and exchange traded funds. Clients can trade stocks, exchange-traded funds (ETFs), mutual funds and options. WellsTrade enables investors to obtain real-time quotes, screen investments and review interactive charting and research from Wells Fargo Investment Institute as they buy and sell online. In addition to Intuitive Investor, Wells Fargo Advisors offers WellsTrade ®, a digital self-directed trading platform. Wells Fargo Advisors continues to enhance the digital and automated client experience. Intuitive Investor offers various account types including individual, joint, trust, and custodial accounts in addition to Roth, traditional, SEP and inherited individual retirement accounts. We know our clients enjoy having access to financial advisors and ongoing account monitoring and rebalancing of their portfolios.” As digital and automated investing services evolve, we continue to enhance our platforms to attract the next generation of investors and compete with our peers. Joe Nadreau, head of Independent Brokerage and Platform Services at Wells Fargo Advisors, said, “Intuitive Investor empowers clients to affordably implement tailored investment portfolios aligned to their personal investment goals. Today’s change is to help emerging affluent clients start on their investment journey earlier. Upon initial launch, the minimum investment was $10,000 with a 0.50% advisory fee. The underlying portfolio strategies are designed by Wells Fargo Investment Institute, the company’s investment strategy and research arm. After determining their risk tolerance and time horizon, investors are placed in one of nine portfolios and receive monitoring and automated rebalancing. Launched in 2017, Intuitive Investor offers investors an automated investing platform with access to a financial advisor. In addition, existing Wells Fargo customers will receive a further discounted price of 0.30% annual advisory fee when their Intuitive Investor brokerage accounts are linked to Wells Fargo Bank’s Portfolio by Wells Fargo ®, a Wells Fargo checking relationship program with premium benefits. Investors now can access the digitally automated platform with a minimum $5,000 investment, managed at a 0.35% annual advisory fee. LOUIS – Wells Fargo Advisors today announced reduced minimums and fees on the Intuitive Investor ® automated platform.
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