Wells fargo brokerage transaction fees

Wells fargo brokerage transaction fees

By: Akopyan Date of post: 14.07.2017

After all, how you choose to spend and invest your assets affects all aspects of your life, not just your portfolio. You can expect your Financial Advisor to be a trusted, qualified professional who is committed to working in partnership with you and your team of legal and tax professionals.

Our Financial Advisors are some of the best trained, well educated, experienced professionals in the business. You can expect your Financial Advisor to be a trusted, qualified professional who is committed to working in partnership with you and your team of legal and tax professionals in the following ways:. Initially you pay nothing — your first consultation with us is free. Once you find an advisor who is the right fit for you, he or she will identify the fee structures for our products and services that best align to your preferences and how you want to work.

How you pay is based on the two types of services we provide: Your costs under an investment advisory account are typically an agreed-upon percentage of the assets held in your account. The primary service is our trading capabilities for your account.

However, we may also provide other incidental services such as custody of your assets, research reports, and recommendations to buy, sell, or hold assets in your account. Your costs under a brokerage account are based on a commission or sales charge on each transaction. These include stocks, bonds, derivatives, investment-company products, and insurance products if they hold the appropriate state insurance licenses.

Whether you are a brokerage or investment advisory client is dictated solely by the actual services agreed upon and provided.

Wells Fargo WellsTrade Review | Promotions, Account Fees, Trading Commissions

Wells Fargo Advisors can offer brokerage and investment-advisory account services because we are registered as both a broker-dealer and an investment advisor. Therefore, our obligations and duties to you are different for each type. When you have multiple relationships with us, each account or service will be governed by specific applicable laws. So fees may be different from account to account or service to service.

wells fargo brokerage transaction fees

Advisory programs are not intended for excessively traded or inactive accounts and may not be suitable for all investors.

Call us at or search for a local branch. A collection of the most recent thematic reports from Wells Fargo Investment Institute that cover varying topics of interest and importance to investors.

Need help opening a new account?

Wells Fargo Advisors Solutions’ Fees | Wells Fargo Advisors

Call us at Mon-Fri: WellsTrade brokerage accounts are offered through WFCS. Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.

Skip Navigation Sign On wellsfargo. Fees Initially you pay nothing — your first consultation with us is free.

Your advisor will identify the fee structures for our products and services that best align to your preferences and how you want to work. You can expect your Financial Advisor to be a trusted, qualified professional who is committed to working in partnership with you and your team of legal and tax professionals Our Financial Advisors are some of the best trained, well educated, experienced professionals in the business.

wells fargo brokerage transaction fees

You can expect your Financial Advisor to be a trusted, qualified professional who is committed to working in partnership with you and your team of legal and tax professionals in the following ways: Planning — To build an investment plan to help you stay on track toward your financial goals. Investing — To help you tailor an investment strategy consistent with your plan, regularly monitor your portfolio, and give you scheduled updates. Advice Beyond Investing — To provide financial advice beyond investments wealth management, wealth transfer, retirement, philanthropy, and more.

Wellstrade/Wells Fargo Brokerage Fees, Advisor, IRA Account

Brokerage services The primary service is our trading capabilities for your account. Read the background materials mentioned in the article. Make an appointment with a Financial Advisor and request your free initial consultation. Connect With an Advisor Need help finding an advisor or opening an account?

Learn More Why Choose Wells Fargo Advisors? Special Reports A collection of the most recent thematic reports from Wells Fargo Investment Institute that cover varying topics of interest and importance to investors. Investment and Insurance Products: Are Not insured by the FDIC or any other federal government agency Are Not deposits of or guaranteed by a Bank May Lose Value.

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