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Wells Fargo

in Investment Advisors

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Wells Fargo

Unaffiliated

in Investment Advisors

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Feature Breakdown

Commission Based  
Fee Based  
Annual Fee $0
Investment Expense Ratios 0.11% - 0.14%
Monthly Fee $0 - $2.50
Management Fee 0.4% - 0.5%
Account Transfer Fee $95
Account Termination Fee $0 - $95
Minimum Account $10,000
Software Managed  
Independent/Registered Investment Advisor  
Accounts Supported
  • 529 College Savings Plans
  • Custodial Accounts
  • Individual Non-retirement Accounts.
  • Joint Non-retirement Accounts.
  • Rollover IRA
  • Roth IRA
  • SEP IRA
  • Traditional IRA
  • Trusts
Tax Strategies
  • Daily Tax-loss Harvesting
Automatic Rebalancing  

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