Wells Fargo Investment Institute (WFII) provides research, guidance, and model portfolios to Wells Fargo affiliates like Wells Fargo Advisors and Wells Fargo Bank. WFII's divisions include Global Manager Research (GMR), Global Investment Strategy (GIS), Global Portfolio Management (GPM), Global Securities Research (GSR), and Global Asset Allocation (GAA). WFII does not manage individual accounts or provide direct investment advice to individuals.
Assets Under Management$41B
Clients14,594
Advisors56
Avg. per Client$2.8M
Avg. per Advisor$730M
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
56 Advisors at this firm
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