Wells Fargo Investment Institute, INC.
Assets Under Management
$40.8B
Number of Clients
14,594
Number of Advisors
53
Avg. Portfolio per Client
$2.8M
Avg. Managed per Advisor
$770.1M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Wells Fargo Investment Institute (WFII) provides research, guidance, and model portfolios to its affiliates, which include Wells Fargo Advisors and the fiduciary divisions of Wells Fargo Bank. WFII's divisions include Global Manager Research, Global Investment Strategy, Global Portfolio Management, Global Securities Research, and Global Asset Allocation. WFII does not manage individual accounts or provide investment advice directly to individual investors.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Areas of Practice
Location
550 South Tryon Street, 40th Floor, Charlotte, NC, 28202