Wells Global Investment Advisers offers investment management services through three programs: model-based accounts and custom-managed accounts. Wells Global works with clients to determine their investment objectives and risk tolerance, then constructs a portfolio and monitors its performance. The firm requires discretionary authority to manage client accounts. Wells Global may also provide financial planning advice related to estate planning.
Fee Structure
Wells Global offers three investment management programs with fees based on a percentage of the assets managed. Fees vary depending on the program and the amount invested. The firm charges a minimum annual fee for each program. Fees may vary from client to client based on time demands.
Program 1 has limited liquidity and is currently dormant.