Licensed financial advisors who work together to support you.
The team support model offers coverage across time zones and is available by phone from 8 a.m. - 8 p.m. ET.
Working with a team of financial advisors means that any financial advisor on the team may help you with your financial goals, but there is no guarantee that you will work with the same financial advisor on any given occasion.
Financial advisors are employees of Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC.
A $25,000 initial investment is required to work with the Solutions financial advisor team.
You will need to already be enrolled in Wells Fargo Online Access, or a financial advisor can help you get enrolled as part of the onboarding process.
If working with the team of Solutions financial advisors doesn’t seem like the best fit for you, click here to learn more about other digital investing options.
You can expect to work with a team of financial advisors who will meet with you to understand what your personal investing goals, objectives, and priorities are based on what's important to you.
Uncovering what's important to you is just the beginning. After identifying your investing goals, you and a financial advisor will work together to create a goals-based plan that is unique to you and your financial priorities.
A financial advisor will work with you to implement the plan by identifying and recommending investing solutions that are in your best interest and align to your specific needs. You will have access to advisory and non-advisory (i.e., transactional) products through the team of Solutions financial advisors.
Working with a team of financial advisors provides you advice that's available when you need it. Revisiting your plan on a periodic basis is the best way to help ensure you are still on track to meet your goals.
If you are working with the Solutions financial advisor team in an Investment Advisory service relationship, the annual advisory fee is 0.60% (plus any applicable manager fees) of assets in your account, assessed quarterly.
If you are working with the Solutions advisor team in a Brokerage service relationship, you should expect an Annual Account fee and transaction-based charges which will differ based on the product/security being traded.
Plus any applicable manager fee on advisory accounts. For applicable advisory accounts opened after 9/1/2025 in participating locations. For complete information on fees, refer to the Schedule of Miscellaneous Accounts and Service Fees.
For brokerage account fees and expenses (non-advisory), speak with a Solutions financial advisor or refer to Wells Fargo Advisors’ Reg BI Disclosure.
When you link your Solutions advisory account offered through Wells Fargo Advisors to your Wells Fargo Bank Prime Checking, Premier Checking, or Private Bank Interest Checking account, you will receive a discount on your Solutions advisory account advisory fee. The advisory fee discount will be based on the type of checking account you have and will be applied at account opening if the account is eligible to be linked to an existing Wells Fargo Bank Prime Checking, Premier Checking, or Private Bank Interest Checking account. If your Solutions advisory account is not linked to a Wells Fargo Bank Prime Checking, Premier Checking, or Private Bank Interest Checking account within 90 days, the discounted advisory fee will no longer apply and the standard advisory fee of 0.60% will apply. If the Wells Fargo Bank Prime Checking, Premier Checking, or Private Bank Interest Checking account is closed, or converted to another non-eligible product, the discounted advisory fee will discontinue and revert to the standard advisory fee of 0.60%. Custodial accounts and certain trust accounts are not eligible for the Wells Fargo Bank Prime Checking, Premier Checking, or Private Bank Interest Checking account advisory fee discount. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Refer to the Wells Fargo Bank Consumer Account Fee and Information Schedule for further information about the Prime Checking and Premier Checking account and applicable bank fees. For The Private Bank Interest Checking account and applicable bank fees, refer to both the Wells Fargo Consumer Account Fee and Information Schedule and The Private Bank Consumer Deposit Products Disclosure. The Prime Checking account has a $25 monthly service fee. The fee can be avoided each fee period with $20,000 or more in statement-ending qualifying linked balances. The Premier Checking account has a $35 monthly service fee. The fee can be avoided each fee period with $250,000 or more in statement-ending qualifying linked balances. The statement- ending qualifying balances for each of these account types include linked (a) consumer bank deposit account balances (checking, savings, time accounts (CDs), FDIC-insured IRAs) and (b) investment account balances (investments available through our affiliate Wells Fargo Advisors, and applicable bank fiduciary and custody accounts). Wells Fargo may waive the monthly service fee at its discretion for promotional or other purposes. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Wells Fargo Advisors:
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
Certain investments and investment accounts are not eligible for linking.
