Last Updated: 04/18/2025
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Highlights
Minimum Initial Investment
$NaN
Management Fee
.40% - .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.
Wells Fargo intuitive investor Pros & Cons
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Wells Fargo intuitive investor FAQ
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.
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| Monthly Service Fee | $0 - $30 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Management Fee | 0.40% - 0.50% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 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 does not charge fees based on an investment expense ratio. 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.
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These are the investment options Wells Fargo Bank offers its clients.
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What is the minimum amount you have to invest to open an account with Wells Fargo intuitive investor?
Wells Fargo intuitive investor does not have a minimum amount to open an account.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...
Editorial Disclaimer: Editorial and user-generated content on this page is not provided or commissioned by the issuer. Opinions expressed here are the author's alone and have not been approved or otherwise endorsed by any financial institution, including those that are advertising partners.
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Learn MoreSuperMoney Net Recommendation Score
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Wells Fargo Intuitive Investor Community Reviews
Would you recommend Wells Fargo Intuitive Investor to your friends?
Manolo S.
Dec 26, 2020
May or may not recommend
Maybe I just caught a great 2020 but I am up like 44% in 2020...So far so good!
KV
Katie V.
Dec 19, 2020
May or may not recommend
While I'm currently signed up for a matching Oregon Saves account (a retirement plan in my state) I also set up an IRA through our bank, partly because I like being able to see exactly where my money goes and how the market works on a weekly or monthly basis. I haven't purchased mutual funds yet, but have a small pocket of money (about $10 a month for now) that ...Show More
Marlina H.
Jun 20, 2020
May or may not recommend
I just started my Wells Fargo Intuitive Investor account a couple days ago. My plan is to invest 3-5 years and pay off my house. I will continue to invest if it's apparent Wells Fargo is smart in investing my money. I would love to retire early some day.
Showing 3 of 3 reviews
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