Footnote1Plus 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 (PDF).
Footnote2There 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.
Footnote3$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. For complete information on fees and commissions, refer to the WellsTrade Account Commissions and Fees Schedule. Other fees and commissions apply to a WellsTrade account. Schedule subject to change at any time.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
Bank products and services are available through Wells Fargo Bank, N.A.
Footnote 4How to qualify for this offer
To be eligible: Offer is valid for new Intuitive Investor accounts opened between March 27, 2026, and September 30, 2026. Offer is not available for existing Intuitive Investor accounts or Intuitive Investor accounts already receiving a Wells Fargo employee discount.
To receive the advisory fee waiver: You must open a new Intuitive Investor account and initially fund your account with $50,000 or more between March 27, 2026, and September 30, 2026. Cash, securities, or retirement assets used to fund the account may come from any source other than a pre-existing Intuitive Investor account. Securities and retirement assets will be valued as of the date they are received by Wells Fargo Clearing Services, LLC (WFCS). Limited time only. Accounts must be opened and funded by September 30, 2026, to qualify.
Only the annual advisory fee (typically 0.35%) is waived. Account fees, operational fees, service fees, wire transfer fees, fund management expenses and other costs related to the funds in your portfolio will still apply (as explained in each fund’s prospectus in the fees and expense section). For complete fee information, refer to the Intuitive Investor fee schedule (PDF).
Accounts that meet the qualifications of this offer will be excluded from the Intuitive Investor advisory fee billing process for the calendar year 2026. This promotional advisory fee waiver will end December 31, 2026, and normal advisory fee billing will begin on January 1, 2027. For any questions or concerns about the fee waiver, please call us at 1-877-440-9455 and reference Fee Waiver Promotion. This promotion has no cash value and may not be combined with any other offer or discount.