Wells Fargo Advisors

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Wells Fargo Advisors Financial Network offers consulting services to retirement plans, including both non-discretionary and discretionary options. Non-discretionary services involve the advisor providing recommendations, but the client makes all final decisions. Discretionary services allow the advisor to make investment decisions on behalf of the plan. Wells Fargo Advisors Financial Network acts as a fiduciary when providing investment advice.

Assets Under Management$200B
Clients401,726
Advisors3,710
Avg. per Client$490K
Avg. per Advisor$53M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3,710 Advisors at this firm

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Wells Fargo Advisors | TrueAdvisor