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    • 0.35%

      • Charged by Wells Fargo Advisors and includes all advisory services. Annual advisory fee: 0.35% of your account value, billed in quarterly increments and discounted to: 0.30% when linked to a Wells Fargo Prime Checking1 0.25% when linked to a Wells Fargo Premier Checking or Private Bank Interest Checking1
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  2. Wells Fargo Advisors Fees vary by relationship type and services provided. Learn about investment advisory services, brokerage and related fees.

  3. Compensation to Wells Fargo Advisors. Wells Fargo Advisors receives remuneration from fund company complexes, including but not limited to: networking and omnibus service fees; revenue sharing; intra-company compensation arrangements; training and education support; and other compensation for general services provided to the funds.

  4. Your personal fee structure will be based on the two types of services we provide: Investment advisory (percentage of assets held in your account) and brokerage (sales charge on each transaction). Understand account and service fees: Wells Fargo Advisors Schedule (PDF) Wells Fargo Advisors Financial Network Schedule (PDF)

  5. The Securities and Exchange Commission (SEC) charges us a fee (Section 31 Fee) on all sales of securities and securities futures transactions with the exception of index options that deliver cash. Wells Fargo Advisors passes these fees through to you and the fees will be displayed on the trade confirmation.

  6. Begin your investing journey with just $500. Intuitive Investor®. Dedicated financial advisor. Personalized investment planning and advice. Wells Fargo Advisors. Team-based wealth management. Solutions for high-net-worth individuals. The Private Bank. Compare ways to invest. How do Americans feel about money?

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