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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. Having a diversified portfolio can help to spread out risk. Exclusive discounts on ALM and ThinkAdvisor events. Our company opened Wells Fargo Advisors business brokerage account in November 2020 and originally we were able to fund it from our business checking account. The Wells Fargo Global Dividend Opportunity Fund is a closed-end equity and high-yield bond fund. The average expense ratio from all mutual funds is 0.61%. Redemption is also convenient. Wells Fargo Advisors is not responsible for the information contained on third-party websites. They are accessible at generally low minimums, provide access to professional management, and are a way to have part ownership of a professionally researched and managed portfolio (however, some mutual funds (index funds) are also passive in nature). Therefore, the wirehouse decided to exit the international segment of its business, she noted. The bank intends to “work very directly with all affected advisors about their individual options.”, The firm will continue focusing on providing its clients with “excellent service during this transition and will proceed in a manner that is consistent with regulatory expectations,” the spokesperson added, noting: “We have a long process ahead of us.”, ARK's Cathie Wood: Big Shift From Bonds to Stocks Is Coming, Harry Dent: Market Crash Coming in 2-3 Years; Economy ‘Already Dead’, 33 Undervalued Stock Picks for 2021: Morningstar, 11 Key Pieces of Biden's $1.9T Stimulus Plan. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, … As the needs of your clients and prospects change, make sure your technology can keep up. Advance your career and take your firm's production to the next level with FREE practice-management tips. If you’re like most investors with a retirement plan, chances are you hold shares in mutual funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. © 2021 Your shares represent part ownership of the fund, which in turn, gives you a “proportional right” to any income and capital gains generated from the investments.2. Wells Fargo Intuitive Investor is not tied to a particular company or product and … In its third-quarter financial report, Wells Fargo said it ended the period with 12,908 financial advisors, down 815, or 6%, from a year ago and 391, or 3%, from the prior quarter. Historically, investing in stocks has proven to be one of the best ways to help achieve long-term goals. The fund’s investment objective is to seek a high level of current income. Advisor Technology Outlook: Questions You Should Be Asking Your Advisor Tech. Wells Fargo Advisors receives compensation from mutual fund complexes on all no transaction fee funds and some transaction fee funds. Most other brokers, including TD Ameritrade and E*Trade, don't manage their own funds. var dt=new Date();document.querySelector('#footerYear').textContent = dt.getFullYear(); Wells Fargo Clearing Services, LLC. With so many choices, how do you know where to start? Stocks are more volatile than bonds and are subject to greater risks. WellsTrade® and Intuitive Investor® accounts are offered through WFCS. Although money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund. More than 100 come with no load and no transaction fee. Start by choosing mutual funds that match your investment objectives, risk tolerance, and time horizon. See performance data and interactive charts for Wells Fargo Growth Fund (SGRAX). b) Networking / Omnibus fees. Need help finding an advisor or opening an account? 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. More Reasons to Rethink the 60/40 Portfolio, Schwab Launches 2 Custom-Built Variable Annuities: Portfolio Products, Wells Fargo Wealth Unit Boosts Profits, Releases More Advisor Data, Sign Up for the Inside Wealth Management Newsletter, Sign Up for the Career Advantage Newsletter. The Wells Fargo Advisors Solutions program allows clients to choose between strategic exchange-traded funds (ETF) and strategic mutual funds portfolios. Call us at 1-866-224-5708 Mon-Fri: 8:30 am – 9:30 pm ET; Sat: 8:30 am – 7 pm ET. Starting January 19, 2021, Wells Fargo Advisors will no longer allow advisors to open new brokerage, Wells Fargo Private Bank or Abbot … It is a Registered Investment Adviser or RIA. As a client of Wells Fargo Advisors, or Wells Fargo Advisors Financial Network, LLC (hereinafter collectively referred to as “Wells Fargo Advisors” or “WFA”), you may Wells Fargo Advisors also receives compensation from other Wells Fargo & Company subsidiaries including affiliates of Wells Fargo Funds, a mutual fund family. You must consider all facets of the fund, including its investment objectives, the type of securities it owns, the strategies the fund uses to meet its objectives, the potential return, and any risks involved in owning the fund. Mutual funds are not traded and can be redeemed only once per day after the markets close, generally at 4 p.m. Eastern Time or after the New York Stock Exchange closes. Wells Fargo Advisors, registered in 1990, serves 49 state(s) with a licensed staff of 19,561 advisors. The firm may receive ongoing payments in the form of 12b-1 fees ("trails") for marketing and distribution services, which are outlined in the fund prospectus. Before buying a mutual fund, there’s a lot to think over. A mutual fund is an investment company that pools money from many investors and invests the combined holdings in a single portfolio of securities including stocks, bonds, other securities or assets or some combination of these investments. After those transactions Wells Fargo put restriction on the account and requested more paperwork from the company. RIAs have a fiduciary duty to work in your best interest. WellsTrade ® and Intuitive Investor ® accounts are offered through WFCS.. advisor and Wells Fargo Advisors are compensated when you borrow. Mutual funds have been around for nearly a century. Mutual funds are popular because they offer diversification and are professionally managed. An investment in a mutual fund or exchange–traded fund (ETF) will fluctuate and shares, when sold, may be worth more or less than their original cost. Financial Industry Regulatory Authority (FINRA), 401(k) assets held in mutual funds – Investment Company Institute/FAQs, FINRA Investors – Smart Investing: Introduction to Mutual Funds. Get the latest best practices, relevant stats and industry trends - quickly and easily. 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. Wells Fargo is exiting the wealth management business outside the U.S. in a move designed primarily to simplify and focus on its core domestic business. 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. Start by looking into some key fund categories: Each mutual fund states its investment objectives prominently in its prospectus. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. Copyright © 2021 ALM Media Properties, LLC. For example, let’s say your primary investment objective is generating income. Your article was successfully shared with the contacts you provided. They are professionally managed and available at different investment minimums. This traditional allocation will not only fall short on returns but actually increase risk, according to BlackRock strategists. Please consider the investment objectives, risks, charges and expenses carefully before investing. As with mutual funds, ETFs are pools of investments. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. While mutual funds have been popular for decades, exchange traded funds (ETFs) are relatively new but have been gaining in popularity. The prospectus, which contains this and other information, can be obtained by contacting a Wells Fargo Advisors investment professional. See Wells Fargo Index Fund (WFILX) mutual fund ratings from all the top fund analysts in one place. 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. We were able to buy some stocks onto this account. - Wells Fargo manages its own selection of 291 mutual funds, all of which are available on the WellsTrade site. Wells Fargo Advisors manages $510.9 billion and provides investment advisory services for 1,430,874 clients (1:74 advisor/client ratio). If you’re not interested in seeing your account value fluctuate widely, then preservation of capital may be for you. As with any investment choice, there are no guarantees your mutual fund will meet its objectives. Allow access to broad markets or focus on specific sectors or industries. There is no assurance that the price and yield performance of the index can be fully matched. All Rights Reserved. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee … The average manager tenure for all managers at Wells Fargo is 14.14 years. “Wells Fargo is focused on meeting our regulatory requirements, managing risk, and simplifying operations across the company,” Wells Fargo spokeswoman Shea Leordeanu told ThinkAdvisor on Thursday. 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