Blending the best of technology with advisor support
Our digital platform can make it easy for you to create an investment portfolio, and we’ll proactively monitor your account to help keep you on track toward meeting your investment goal.
Seamless, convenient access
One sign-on lets you view all your Wells Fargo investment and banking accounts, check performance, and transfer funds.
Access to advisors
Have questions about your Intuitive Investor account? A team of Financial Advisors is just a phone call away.
Get a diversified portfolio with straightforward pricing and transparent fees.
Comprehensive service with minimal fees
0.50%One fee covers all account services.
One fee covers all account services: Account set-up, access to human advice, investment selection, commissions, trades, rebalancing, maintenance, Tax Loss Harvesting services, and more.
Average fund fees
0.15%Average fees and expenses charged by the ETFs in your portfolio.
Average Fund Fees
The management fees and other expenses charged by each exchange-traded fund (ETF) vary, but the combined cost of all ETFs held in each Intuitive Investor portfolio is typically around 0.15% of assets.
Estimated annual total
0.65%Your total estimated annual fees. And that’s it — no other account management fees to think about.View Fee Schedule (PDF)
For example: With the minimum investment of $10,000, your estimated quarterly fee would be less than $18.
It’s easy to get started:
Tell us about yourself
Answer 8 simple questions about your investment priorities, and we’ll match you to an Intuitive Investor portfolio that is designed to meet your financial needs.
Review your recommendation
Look through your portfolio details and decide if our recommendation is a good fit.
Open your account
With $10,000, you can open an account and set up optional recurring investments — all online. Choose an individual brokerage account, Traditional IRA, Roth IRA, or SEP IRA.
We’ll put your plan in place
We’ll take it from there — investing your money and monitoring your account daily to help keep your investments balanced, diversified, and cost efficient.
A closer look at an Intuitive Investor portfolio
- Our 7 strategic portfolios are designed to maximize return potential, within specified risk levels.
- Because investments grow and contract at different rates, we’ll monitor your account, rebalancing your investments to maintain your portfolio’s target asset allocation to stay aligned with your investment goals.
- Each portfolio offers significant diversification with 8 to 14 low-cost exchange-traded funds (ETFs) that track the performance of market-weighted or alternatively weighted indexes.
- Investment analysts from Wells Fargo Investment Institute choose every ETF in your portfolio based on cost and performance criteria.
Questions about Intuitive Investor accounts?
Call us at 1-855-283-5565, 24 hours a day, 7 days a week.
Obtain more information about our firm and financial professionals. FINRA’s BrokerCheck