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Dedicated Financial Advisor |
New
Solutions Financial Advisor Team |
Intuitive Investor® Account |
WellsTrade® Brokerage Account |
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| Compare Our Services |
Dedicated Financial Advisor Work One-to-One |
New
Solutions Financial Advisor Team Work with a Team |
Intuitive Investor® Account Invest Online with Guidance |
WellsTrade® Brokerage Account Do-it-Yourself Investing |
| 24/7 account access |
Dedicated Financial Advisor Yes |
Solutions Financial Advisor Team Yes |
Intuitive Investor Account Yes |
WellsTrade Brokerage Account Yes |
| Research tools and market news |
Dedicated Financial Advisor Yes |
Solutions Financial Advisor Team Yes |
Dedicated Financial Advisor Yes |
Dedicated Financial Advisor Yes |
| Self-directed investing and trading |
Dedicated Financial Advisor No |
Solutions Financial Advisor Team No |
Intuitive Investor Account No |
WellsTrade® Brokerage Account Yes |
| Investments recommended and generally executed by Wells Fargo Advisors |
Dedicated Financial Advisor Yes |
Solutions Financial Advisor Team Yes |
Intuitive Investor Account Yes |
WellsTrade® Brokerage Account No |
| Phone-based team of advisors available for questions |
Dedicated Financial Advisor No |
Solutions Financial Advisor Team Yes |
Intuitive Investor Account No |
WellsTrade® Brokerage Account No |
| Dedicated advisor to assist with customized planning and investing |
Dedicated Financial Advisor Yes |
Solutions Financial Advisor Team No |
Intuitive Investor Account No |
WellsTrade® Brokerage Account No |
| Typical client profile |
Dedicated Financial Advisor Clients seeking a full-service relationship with a personal Financial Advisor who will provide customized investment guidance and our highest level of service and support. |
Solutions Financial Advisor Team Clients seeking flexible access to a team of virtual advisors for goal-based investment guidance to meet their unique needs. |
Intuitive Investor Account Clients who would like a diversified portfolio based on their goals and risk tolerance, with ongoing account monitoring and rebalancing. |
WellsTrade Brokerage Account Do-it-yourself investors seeking a low-cost, online, self-directed brokerage account to research, select, purchase, track, and manage their own investments. |
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Dedicated Financial Advisor Fees |
Solutions Financial Advisor Team Fees (PDF) |
Intuitive Investor Account Fees (PDF) |
WellsTrade Brokerage Account Fees |
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Dedicated Financial Advisor Find an Advisor |
Solutions Financial Advisor Team Call 1-877-440-9455 |
Intuitive Investor Account Start Questionnaire |
WellsTrade Brokerage Account Open an Account |
Compare Our Services
At Wells Fargo Advisors, there are a number of ways you can invest and interact with us, whether face-to-face, over the phone, or online. It’s a choice to consider in light of your investment needs, financial complexities, and personal preferences.