How Much Money Do You Need To Invest With Wells Fargo
Features | WellsTrade ® Brokerage Account | Intuitive Investor ® Account | Dedicated Financial Advisor |
---|---|---|---|
Overview | Take control of your investing. Buy and sell stocks, ETFs, and no-load mutual funds online with a WellsTrade brokerage account from Wells Fargo Advisors. | Combine digital investing technology with professional advice to help you achieve a diversified portfolio based on your goals. | Work with a dedicated financial advisor to develop a personalized investment strategy to help you reach your goals. |
Minimum initial investment | $0 | $5,000 | Varies, from $100,000 |
Online account access and service | Yes | Yes | Yes |
Personalized investment advice | N/A | Phone-based team of advisors available for guidance and questions | Dedicated advisor to help with customized planning and investing in person or by phone |
Research tools and market news | Yes | Yes | Yes |
Additional services | N/A | Daily automatic account monitoring and rebalancing | Envision ® investment planning, account monitoring and rebalancing |
Fees | $0 online stock and ETF trades (excluding penny stocks) Fees and commissions | 0.35% (0.30% for Wells Fargo Bank Portfolio by Wells Fargo ® customers) Fee schedule (PDF) | Fees vary based on your relationship services and account types Fees and commissions |
Typical investor profile | Do-it-yourself investors seeking a low-cost, online brokerage account to manage their own investments | Investors looking for an automated diversified portfolio with ongoing account monitoring and rebalancing | Our highest level of service and support, for investors looking for a fully customized investment experience. |
Next steps | Learn more Open an Account | Learn more Start Questionnaire | Learn more Contact an Advisor |
Need help deciding what's right for you?
Give us a call at 1-866-243-0931.
How Much Money Do You Need To Invest With Wells Fargo
Source: https://www.wellsfargo.com/investing/compare-ways-to-invest/
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