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  Wells Fargo Intuitive Investor

Wells Fargo Intuitive Investor

in Investment Advisors from Wells Fargo Bank

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Wells Fargo Intuitive Investor

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in Investment Advisors from Wells Fargo Bank

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Highlights
Highlights
Minimum Account $10
Management Fee 0.40% - 0.50%

Wells Fargo Intuitive Investor Review

Wells Fargo Intuitive Investor was founded in 1852 and is based in San Francisco, CA. It is a Registered Investment Adviser or RIA. RIAs have a fiduciary duty to work in your best interest. Wells Fargo Intuitive Investor is not tied to a particular company or product and can therefore offer unbiased investment advice.

What fees does Wells Fargo Intuitive Investor charge?

Wells Fargo Intuitive Investor uses a fee-only model.

This means Wells Fargo Intuitive Investor gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an asset allocation and get paid a flat-fee or a percentage of the assets under administration. That requires that they act in their client’s financial best interest at all times.

Wells Fargo Intuitive Investor Fees
Description
Monthly Fee $0 - $30
Annual Fee N/A
Management Fee 0.40% - 0.50%
Fee Based? Yes
Account Transfer Fee $30 - $95
Account Termination Fee Up to $95
Investment Expense Ratios 0.08% - 0.13%
IRA Annual Fee Starting at $75

What management fees does Wells Fargo Intuitive Investor charge?

Wells Fargo Intuitive Investor charges an annual management fee that starts at .40% and ranges up to .50%.

Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of Wells Fargo Intuitive Investor?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.

Wells Fargo Intuitive Investor charges an investment expense ratio that starts at .08% and ranges up to .13%.

What features does Wells Fargo Intuitive Investor offer?

Access to human advisors: Robo-advisors are great at keeping costs down and helping investors with modest balances make good investment choices. However, it is also nice to have access to human financial advisors when you need them.

Full-service brokerage: Wells Fargo Intuitive Investor provides access to a wide selection of financial advice and products, such as facilitating trades, managing portfolios, and wealth management services.

What type of investment accounts and asset classes does Wells Fargo Intuitive Investor support?

Wells Fargo Bank offers the following types of assets and account types.

Accounts Supported Options
Supported Options Unsupported Options
  • Individual Non-Retirement Accounts
  • Joint Non-Retirement Accounts
  • Roth IRA
  • Traditional IRA
  • Rollover IRA
  • SEP IRA
  • Custodial Accounts
  • Trusts
  • 529 College Savings Plans
  • Employer Sponsored Plans
  • These are the investment options Wells Fargo Bank offers its clients.

    Investment Choices Options
    Supported Options Unsupported Options
  • Stocks
  • Mutual Funds
  • Bonds
  • ETFs
  • Options
  • FOREX
  • Futures
  • Pink Sheets / OTCBB
  • Real Estate
  • Startups
  • Marketplace Loans
  • International Stocks
  • Cryptocurrencies
  • What is the minimum amount you have to invest to open an account with Wells Fargo Intuitive Investor?

    The minimum amount to open an account with Wells Fargo Intuitive Investor is 10,000.

    How does Wells Fargo Intuitive Investor compare to other investment advisors?

    Pros & Cons of Wells Fargo Intuitive Investor
    Pros Cons
  • Trades in low-cost ETFs.
  • Access to human advisors.
  • Tax-loss harvesting available.
  • Wide selection of investment options.
  • Broad selection of account types.
  • Competitive investment expense ratios.
  • SUPERMONEY Disclosure: SuperMoney.com is an independent, advertising-supported service. The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. Read more...

    Feature Breakdown

    Investment Expense Ratios 0.08% - 0.13%
    Account Termination Fee Up to $95
    Account Transfer Fee $30 - $95
    Fee Based  
    IRA Annual Fee Starting at $75
    Monthly Fee $0 - $30
    Management Fee 0.40% - 0.50%
    Minimum Account $10
    Accounts Supported
    • Custodial Accounts
    • Individual Non-Retirement Accounts
    • Joint Non-Retirement Accounts
    • Rollover IRA
    • Roth IRA
    • SEP IRA
    • Traditional IRA
    Automatic Rebalancing  
    Independent/Registered Investment Advisor  
    Investment Features
    • Access to human advisors
    • Daily Tax-loss Harvesting
    • Full-service Brokerage
    • Registered Investment Advisor
    Software Managed  

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