Asset
Advisor is an investment advisory program in which you
pay an annual asset-based fee for both investment advice and
transaction costs. While you have final authority over all
investment decisions, your Financial Advisor is there along the way
to provide objective guidance and advice. Eligible assets in Asset
Advisor include equities, fixed income and over 3,600 no-load and
load-waived mutual funds. With as little as $50,000, you will have
access to a full-service investment advisory program that is
custom-built, where you maintain the ultimate decision-making
authority all in one account.
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FundSourceSM
is our discretionary research-based mutual fund wrap program.
FundSource provides clients with access to 25 Optimal Blend mutual
fund portfolios actively managed by the Manager Strategy Group. The
program includes ongoing monitoring of each recommended Optimal
Blend by the Wells Fargo Advisors, quarterly performance reports,
and auto-rebalancing. The minimum account size is $25,000.
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CustomChoice
is our non-discretionary mutual fund wrap program that allows you
and your Financial Advisor to construct your own asset allocation
from a broad universe of mutual funds. This program helps you
maintain your strategic asset allocation by offering
auto-rebalancing. The minimum account size is $25,000.
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Pathways
is a mutual fund advisory asset allocation investment program. It
offers access to professional, institutional-style money management
offered by the investment management subsidiary of Frank Russell
Company. Russell Investments' objective approach to evaluating,
selecting and monitoring money managers has been trusted by some of
the world's most demanding institutional investors for 40 years.
Pathways offers nine asset-allocated mutual fund blends, created
using Russell Investment Company (RIC) Funds, to suit your
investment objectives. Minimum initial investment: $25,000.
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The
Masters program allows you and your Financial
Advisor to objectively choose an outside professional investment
manager from a select list of firms nationwide — a manager with a
proven ability to manage money the way you want it managed. While
many of these managers ordinarily require a minimum investment of $1
million or more, Wells Fargo Advisors' Masters Program has a minimum
account size of only $100,000. A Masters Program portfolio is a
professionally managed, separate account (holdings can include
individual stocks and fixed income) for which you pay an
all-inclusive fee that covers a package of services: management
fees, transaction charges and consulting services. Your Financial
Advisor monitors the manager's performance and provides you with a
detailed analysis four times a year.
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The Allocation Advisors program is designed for
those who wish to have a portfolio of exchange traded funds (ETFs)
but want to leave the decision making to professional portfolio
managers. The individual models are managed by both internal (Wells
Fargo Advisors' Advisory Services Group) and external (Ibbotson
Associates Advisors and Laffer Investments) portfolio management
teams. The program offers various asset allocation risk based
models, as well as a global model, which have been developed to
achieve a targeted investment objective and risk level. Minimum
initial investment: $25,000 - $50,000.
Diversified
Managed Allocations offers separately managed portfolios
and mutual funds featuring asset allocation, diversification, and
risk-based portfolio management to investors with a minimum
investment of $150,000. Using a unique and diligent research
process, Wells Fargo Advisors has assembled a roster of select,
well-known investment management firms representing a broad array of
investment classes and styles.
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The
Compass Advisory ProgramSM is
designed to combine the advantages of a professionally-managed,
separate account portfolio with a low account minimum. Managed by
Wells Fargo Advisors, Wells Fargo Compass may be ideal for those who
wish to have a portfolio of individual stocks and bonds, but want to
leave the decision making to a professional. The minimum account
size is $50,000 - $200,000.
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