The Securities and Exchange Commission (SEC) defines a high net worth individual as someone with at least $750,000 under management or a net worth of more than $1.5 million. var dt=new Date();document.querySelector('#footerYear').textContent = dt.getFullYear(); Wells Fargo Clearing Services, LLC. Online bill pay is the newest option for most types of accounts and it's free. Competitive and clear pricing for your Wells Fargo Advisor’s online investment accounts. Wells Fargo required advisors to use high-fee products for a certain amount of clients. Skip to primary content Consumer Account Fee and Information Schedule, wellsfargoadvisors.com/disclosures/foreign-financial-transaction.htm, Enrollment in only electronic delivery for statements, trade confirmations, other documents, and shareholder communications (excluding tax documents/1099s). • $25,000 or more in qualifying linked bank deposits (checking, savings, time accounts (CDs), and FDIC-insured retirement accounts), or You can expect your financial advisor to be a trusted, qualified professional who is committed to working with you and your chosen legal and tax professionals. Need help opening a new brokerage account? Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Wells Fargo Advisors offers qualified customers the ability to invest on margin. 4 Refer to the Wells Fargo Bank Consumer Account Fee and Information Schedule for further information about the Portfolio by Wells Fargo program and applicable bank fees. Wells Fargo Advisors is not responsible for the information contained on third-party websites. 3 All accounts must be enrolled in electronic delivery to receive the following documents online only, including statements, trade confirmations, other documents, and shareholder communications, excluding tax documents/1099s. Call us at 1-866-648-9423 to apply for a WellsTrade Account. For more information, call Wells Fargo Bank, N.A. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Get started with our free guide to investing. Perruso has gained experience at Anthony A. Perruso Jr, Self Employed, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Please note that if a client elects to turn off paper delivery of these documents, they will receive these documents only via Access Online. Wells Fargo Advisors hiked compensation rates for outside recruiters in late December, according to a firm spokesperson and two recruiters.. Your costs under a brokerage account are based on a commission or sales charge on each transaction. Need help opening a new account? In addition to these fees, please note that certain other operational or other fees or charges may apply. Invest online with WellsTrade. Wells Fargo Intuitive Investor comes with the following fees: Annual advisory fee at 0.35% of your account value (discounted to 0.30% when linked to a Well Fargo bank portfolio). Request your free copy of this timely report. Wells Fargo Advisors programs allow flexibility to help you reach your goals. 6 Outgoing account transfer fees will display as “Termination Fee” on client statement. 9 Overnight deliveries of checks are subject to an additional convenience charge. Understand your 401(k) options before you take action. 14 All restricted stock, regardless of whether it is eligible to be held in street name, is subject to the Safekeeping fee. - The broker offers customer support over the phone 24 hours a day, 7 days a week. When it comes to investing your money, it’s important we work together to determine your financial strategy. Other brokers, such as OptionsHouse, don't provide such investment advice. Wells Fargo Advisors can help you create and manage your own personalized investment plan. Wells Fargo Bank Wells Fargo | Consumer & commercial financial services. Our demo is a great starting point. Wells Fargo Advisors has won a $3 million arbitration award against a former broker who was sentenced in 2019 to five years in prison for a long-running Ponzi scheme. These should be limited to time-sensitive requests only. The primary service is our trading capabilities for your account. Experience the dedication of a company built on integrity and client service. The Foreign Financial Transaction Fee corresponds to the amount of the tax, as set forth under applicable foreign tax laws. Wells Fargo Advisors provides a full range of investing services and financial solutions. Fees. Retirement savers who would rather turn over investment decisions to financial professionals have access to Wells Fargo Advisors, an investment advisory service. The next tier of service is the Wells Fargo Advisors Solutions account, which allows for personalized advice and the ability to contact an advisory team over the phone, in addition to the aforementioned online services. Once that has been determined, how you choose to spend and invest your assets can have a great effect on all aspects of your life, not just your portfolio. It is charged quarterly and covers the investment account management and a range of advisory services, including unlimited guidance calls to financial advisors. Learn about Wells Fargo culture, salaries, benefits, work-life balance, management, job security, and more. 13 Fee applies to any asset for which Wells Fargo Advisors/First Clearing does not hold a selling agreement but has met the requirements to be displayed on the client statement. Wells Fargo Advisors “may receive fees and other financial benefits” through the different sweep vehicles. 15 WFA files IRS Form 990-T (Exempt Organization Business Income Tax Return) on behalf of custodial retirement accounts with Unrelated Business Taxable Income (UBTI). Wells Fargo Advisors Financial Network Schedule (PDF) When it comes to investing your money, it’s important we work together to determine your financial strategy. It is your responsibility to ensure that all eligible accounts are included in your household. Some investors enjoy managing their own plan. , and insurance products ( if they hold the appropriate state insurance licenses ) to invest financial services subject! Offers customer support over the phone 24 hours a day, 7 days a week 178 reviews from Wells Advisors. 73,000 high net worth individuals each year management of your brokerage account are an! Hiked compensation rates for outside recruiters in late December, according to a firm spokesperson and two recruiters local! The country 's leading financial services and how it is generally a percentage of the country leading. Tools, resources, and more financial transaction fee corresponds to the Safekeeping fee in September each. 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