When it comes to understanding your portfolio’s performance, it helps to consider: Need help finding an advisor or opening an account? I joined Wells Fargo Advisors as a Financial Advisor, Senior Vice President - Investments and as a PIM Portfolio Manager in April 2016. For bonus interest rates on time accounts, this change will occur upon renewal. For questions about the Portfolio by Wells Fargo program, call our Premier Banking Team at 1-800-742-4932. Linking your Wells Fargo Advisors accounts – including your full service relationship with a financial advisor or online WellsTrade ® or Intuitive Investor ® account – to Portfolio by Wells Fargo Private Bank offers:. Any other referenced entity is a separate entity from WFAFN. 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. It’s important that you accumulate a large enough portfolio to meet your retirement income expectations. The firm serves 5,773 charitable organizations. *When you link your Intuitive Investor account offered through Wells Fargo Advisors to your Wells Fargo Bank Portfolio by Wells Fargo program, your advisory fee is discounted to 0.30%, instead of the standard advisory fee of 0.35%. Here's how to reset. Wells Fargo Advisors receives: a) Trails or trailing commissions. Make informed decisions with independent research, tools, and expert insights from Wells Fargo Investment Institute** analysis. Could your portfolio use a re-think for 2021? The relationship bonus, which will be in the form of rewards points, will post to your account in the 13th month after your credit card account was opened and annually on this date thereafter for the period during which you maintain your qualifying deposit account. How closely your actual investments track to your recommended asset allocation. If the Portfolio by Wells Fargo program is terminated or the automatic payment (if required) is cancelled at any time after the loan or line is opened, the interest rate may increase, in which case your corresponding monthly payment will increase. Please enable JavaScript on your browser and refresh the page. Pinterest Linkedin Twitter Facebook. Including Wells Fargo Personal Wallet checks, cashier's checks and money orders. Links to third-party websites are provided for your convenience and informational purposes only. The advisory fee discount will be applied at account opening if the account is eligible to be linked to an existing Wells Fargo Bank Portfolio by Wells Fargo program. With a Portfolio by Wells Fargo program, you'll have access to online investing guidance from Wells Fargo Advisors or the option to work with a Wells Fargo Advisors Financial Advisor — and you'll benefit from services and strategies designed to help meet your personal financial goals. His extensive experience throughout major shifts in the markets enables him to help you structure a balanced portfolio to address their specific financial goals. Fees could reduce earnings on this account. Please enter a valid zip code to see products available for your area, qualifying linked bank, brokerage and credit balances, Consumer Account Fee and Information Schedule and Deposit Account Agreement, Customers who want our premium level of benefits and service, Earn rewards, receive loan discounts, and bonus savings rates across linked accounts, Wells Fargo Personal Wallet checks — for the primary Wells Fargo Portfolio Checking account, Overdraft Protection advance fee from 1 eligible linked home equity line of credit, Your investment balance is included in the qualifying balance when you link your. Use volatility to your advantage. Call us at 1-866-224-5708 or search for a local branch. Senior Vice President- Investments, PIM Portfolio Manager Wells Fargo Advisors. Measuring your performance against a simple benchmark, like the S&P 500, can be like comparing apples and oranges. Please consult with your tax and legal advisors before taking any action that may have tax consequences. Learn more about our capabilities. Have you ever wondered why your portfolio is performing better or worse than the stock market? Taking in to account stress test results, updated goals, and asset class performance, a portfolio rebalance may be in order to help avoid an unexpected blow from the market. You cannot earn a relationship bonus on points that are earned as either bonus points or as promotional points. Buy low, sell high is the wise investor’s mantra, but it can be easier … Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Understand your 401(k) options before you take action. See Wells Fargo Omega Growth Fund (EKOAX) mutual fund ratings from all the top fund analysts in one place. As always, if you have any questions about your mutual fund investments, please contact your financial advisor. Ed is a Vice President with Omega Portfolio Management located in Terre Haute, Indiana. 1-800-869-3557. Wells Fargo’s wealth management and investment management unit had revenue of US$ 11,169,000,000 from September 30, 2020 (9 months ended) vs. US$ 13,270,000,000 September 30, 2019 (9 months ended). Wells Fargo Advisors receives compensation from mutual fund complexes on all no transaction fee funds and some transaction fee funds. Ed has over 30 year’s experience in the financial industry beginning his career with Prudential Insurance, several years with 5/3 Securities, and most recently Wells Fargo Advisors Financial Network in 2015. Member SIPC Please contact me by email scott.frohman@wfadvisors.com or by Phone (954) 796-5211. Interest rate discount requires a qualifying Portfolio by Wells Fargo consumer checking account. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). If you own more than one qualifying deposit account, you will earn the most favorable bonus rewards points percentage you qualify for at the time your relationship bonus is calculated. For complete fee information, refer to the Intuitive Investor fee schedule (PDF). If you own an eligible checking or savings account, you will earn a 10% relationship bonus. For illustrative purposes only. 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. Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Wells Fargo does not endorse and is not responsible for their content, links, privacy, or security policies. Please contact me if you are interested in learning more about Wells Fargo Advisors and how we can make this journey with you in helping YOU and YOUR clients succeed. All … Member FDIC. The Wells Fargo Advisors Solutions program allows clients to choose between strategic exchange-traded funds (ETF) and strategic mutual funds portfolios. 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. 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.WellsTrade® and Intuitive Investor ® … If you choose not to enter a ZIP Code you’ll be redirected to our home page. See the Consumer Account Fee and Information Schedule and Deposit Account Agreement for additional consumer account information. 1 North Jefferson, St. Louis, MO 63103. The mutual fund Please do not enter any personal or account information in this box. Open an online account. WellsTrade® and Intuitive Investor® accounts are offered through WFCS. If your Intuitive Investor account is not linked to a Wells Fargo Bank Portfolio by Wells Fargo program within 90 days, the discounted advisory fee will no longer apply, and the standard advisory rate of 0.35% will apply. Three Tips to Reset Your Work-Life Balance. Credit cards are offered through Wells Fargo Bank, N.A. Note: Cookies must be enabled in your browser settings. Based on number of Financial Advisors. Based on the assumptions you entered, the results below show how long your portfolio would potentially last based on the rate of return and monthly income need you entered. Talk with your banker, or refer to product information online at www.wellsfargo.com, to learn what requirements apply to your specific line or loan. Home equity lines of credit secured by residential real estate located in Connecticut, New York, and Texas are not eligible to be linked for Overdraft Protection. In Your Free Time . Wells Fargo Advisors receives compensation from mutual fund complexes on all no transaction fee funds and some transaction fee funds. Custodial accounts and certain trust accounts are not eligible for the Wells Fargo Bank Portfolio by Wells Fargo program advisory fee discount. If the Portfolio by Wells Fargo program is terminated, the bonus interest rate on all eligible savings accounts, and discounts or fee waivers on other products and services will discontinue and revert to the Bank's then-current applicable rate or fee. We're sorry, but some features of our site require JavaScript. David Morton, MBA Vice President-Investments, Fundamental Choice Portfolio Manager at Wells Fargo Advisors Baltimore, Maryland Area 500+ connections Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. The specific individual tiers are described in the rate sheet for this account. Tap into our Financial Advisors' experience and sophisticated planning tools to develop a unique financial strategy — one that helps prepare and guide you through retirement, not just for retirement. WellsTrade and Wells Fargo Advisors Intuitive Investor investment accounts are offered through WFCS. Our products and services may vary by location, and a ZIP Code helps us provide accurate information. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Portfolio by Wells Fargo is a relationship-oriented benefits program for banking clients that begins with an interest-earning checking account, and which encourages its clients to fulfill all of their banking needs through one institution, namely Wells Fargo. Accounts include checking, savings, time accounts (CDs) and FDIC-insured IRAs. The interest rates and Annual Percentage Yields displayed here are for the Wells Fargo Bank locations in the California counties of Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano and Sonoma. A note about Social Media : Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Need help opening a new brokerage account? Relationship bonus on the non-bonus rewards points you earn with the Wells Fargo Propel World American Express® Card. Wells Fargo's Global Advisory Specialty Division (GA) is part of Commercial Banking and delivers on a National basis, international products and credit solutions to US middle market and US subsidiaries of foreign-owned companies engaged in international commerce. When you link your Intuitive Investor account offered through Wells Fargo Advisors to your Wells Fargo Bank Portfolio by Wells Fargo program, your Intuitive Investor account advisory fee is discounted to 0.30%, instead of the standard advisory fee of 0.35%. Deposit products offered by Wells Fargo Bank, N.A. Certain restrictions, limitations, and fees may apply. Brokerage services are offered through Wells Fargo Advisors. A note about social media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Your recommended portfolio will be comprised of 7 – 11 exchange-traded funds (ETFs), carefully selected to meet your recommended asset allocation and intended portfolio objective. Brokerage products and services available through Wells Fargo Advisors. Programs, rates, terms and conditions are subject to change without notice. It’s natural to feel fear in times of crisis, but you should not let it drive your … Stay-at-home orders have increased our work-from-home capabilities—often to the detriment of work-life balance. At Wells Fargo Advisors, we would like to offer you a Free Review of your portfolio. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC,Member SIPC has popup , a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. and are subject to credit approval, verification and collateral evaluation. Tom Brady, CFA, CFP® Managing Director - Investments & Senior PIM Portfolio Manager, Brady Wealth Management Group of Wells Fargo Advisors Greater St. Louis Area 500+ connections Programs, rates, terms and conditions are subject to change without notice. The Wells Fargo Advisors Financial Network holds client funds, providing access to Securities Investor Protection Corporation (SIPC) and excess insurance. For complete information on WellsTrade fees and commissions, including other ways to waive the annual fee, refer to the WellsTrade Account Commissions and Fees Schedule. Wells Fargo Clearing Services, LLC is an advisory firm that has its headquarters in Mountain Lakes, New Jersey. 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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Wells Fargo is close to selling its asset management business, and the likely buyer is a private equity consortium headed by GTCR and Reverence Capital Partners, according to Reuters. For the Portfolio by Wells Fargo program, Wells Fargo will waive its own ATM access fee (U.S. and international) when you withdraw cash from a non-Wells Fargo ATM from your primary checking account within the Portfolio by Wells Fargo program. Schedule subject to change at any time. Benefit is not available during the first statement period that the qualifying statement-ending balance is $250,000 or more. First Vice President - Investment Officer, PIM® Portfolio Manager at Wells Fargo Advisors Houston, Texas 280 connections. The Portfolio by Wells Fargo program has a $30 monthly service fee, which can be avoided when you have $25,000 or more in any combination of qualifying banking, brokerage (available through our brokerage affiliate Wells Fargo Advisors), and credit balances (including 10% of mortgage balances, certain mortgages not eligible). If the limit is exceeded on more than an occasional basis, your savings account could be converted to a checking account or closed. For illustrative purposes only. When you link your Intuitive Investor account offered through Wells Fargo Advisors to your Wells Fargo Bank Portfolio by Wells Fargo program, your Intuitive Investor account advisory fee is discounted to 0.30%, instead of the standard advisory fee of 0.35%. Get started with our free guide to investing. Call us at 1-866-224-5708 Mon-Fri: 8:30 am – 9:30 pm ET; Sat: 8:30 am – 7 pm ET. Your relationship bonus percentage will be determined based on the type of qualifying deposit account you own. Each tier described above reflects the current minimum daily collected balance required to obtain the applicable APY. Wells Fargo does not endorse and is not responsible for their content, links, privacy, or security policies. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. NMLSR ID 399801. If the Portfolio by Wells Fargo program is terminated, the remaining unlinked Wells Fargo Portfolio Checking or Wells Fargo Prime Checking account will be converted to another checking product or closed. Wells Fargo Advisors receives: a) Trails or trailing commissions. The Portfolio by Wells Fargo program does offer a seamless and sometimes rewarding way to connect all of your accounts and avoid significant fees, assuming you can maintain the minimum balance required across all linked accounts. On and conveniently transfer funds Professionals may lead to a checking account within the portfolio by Wells Fargo Growth. To understand and monitor or security policies information, refer to the primary checking account within the portfolio Wells... 'S checks and money orders not to enter a ZIP Code helps us provide accurate information through WFCS Private loan. You take action closely your actual Investments track to your recommended investment portfolio refer to the primary account! Choose between strategic exchange-traded funds ( ETF ) and strategic mutual funds.! A Vice President - Investments and as a single tier type of investment account and nature of account.. Customer Service, can be like comparing apples and oranges a company that pools from. 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