Wells Fargo Investment Institute provides research, economic analysis, asset allocation strategies, and model investment portfolios to other Wells Fargo affiliates and businesses, including wealth management and fiduciary divisions. Wells Fargo Investment Institute operates through several divisions, including Global Manager Research, Global Investment Strategy, Global Portfolio Management, Global Securities Research, and Global Asset Allocation. The firm conducts due diligence on third-party investment products, publishes economic and market guidance, and creates model portfolios built from mutual funds, exchange-traded funds, and individual securities. Wells Fargo Investment Institute does not directly manage individual accounts, exercise investment discretion, or hold client funds.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.