Footnote1 Clients with a dedicated financial advisor have access to a variety of advisory programs, including financial advisor directed, non-discretionary, unified managed account, and centrally managed advisory programs. The standard advisory fees, which are negotiable, are higher when you work with a dedicated financial advisor in a branch office setting. The Personalized UMA Program is available through the phone-based team of Solutions financial advisors as well as through a dedicated financial advisor. For more information on each of these programs, including their fees, please refer to the Wrap Fee Brochure for Financial Advisor & Client Directed Advisory Programs and Wrap Fee Brochure for Personalized UMA Program. For information on brokerage account fees and expenses (non-advisory) please refer to Wells Fargo Advisors’ Reg BI Disclosure (PDF).
Footnote2 Plus 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).
Footnote3 There 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.
Footnote4 $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.