Wells Fargo announced the national launch of Intuitive Investor, a hybrid online offering from Wells Fargo Advisors that simplifies the experience of investing by blending technology-driven resources with high-impact personal advice to give new and emerging investors a … The Wells Fargo Advisors Intuitive Investor® account is an investment account offered through Wells Fargo Clearing Services, LLC. Meaning, what is your ability and willingness to tolerate large swings in the value of your investments? 3. You can also send secure messages to advisors and access account documents through this portal. Wells Fargo Launches ‘Intuitive Investor’ Article Stock Quotes (1) Comments (0) FREE Breaking News Alerts from StreetInsider.com! If the Wells Fargo Bank Portfolio by Wells Fargo program is terminated, the discounted advisory fee will discontinue and revert to the current applicable advisory fee. account transfer or termination fees. These sections would greatly benefit from centralization, a search box, a table of contents, and a listing of hot topics. Incorporating a clean aesthetic I was able to craft a story with seamless transitions about Wells Fargo's online investment tool. We recommend consulting your plan administrator before making any decisions regarding your retirement assets. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with a qualified retirement plan. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo … Other fees will apply, including the underlying fees and expenses of the exchange-traded funds in your portfolio. Home » wells fargo intuitive investor. There’s no live chat, and a warning message indicates that Wells Fargo won’t handle financial functions like transfers and withdrawals through email due to its inherent insecurity. Once that's done, the system recommends one of nine model portfolios spread across conservative, balanced, and aggressive risk themes. advisory fee Has popup could be less than $5.00.2. Call us at 1-855-283-5567 Mon-Fri: 8:00 am – 9:30 pm ET; Sat: 8:30 am – 7 pm ET. Contact attempts produced a variety of unacceptable waiting times averaging a hefty four minutes and 25 seconds, while one call reached a representative who wasn’t knowledgeable about basic program details. One advisory fee covers all account services: Account set-up, access to Financial Advisors, investment selection, commissions, trades, rebalancing, maintenance, and Tax Loss Harvesting services. is when individual funds in your portfolio rise and fall in value, causing them to become unaligned So what Wells Fargo just reported its fourth-quarter 2020 earnings, and it seems that investors … For complete fee information, refer to the Intuitive Investor account fee schedule (PDF). Wells Fargo & Co.'s profit rose 4% in the final three months of the year. You are leaving wellsfargo.com and entering a website that Wells Fargo does not control. We take it from there. If you have questions, you can call to speak with one of our financial advisors. Wells Fargo's new hybrid robo advisor enters the digital advice space facing a number of challenges. Intuitive Advisors offers excellent resources and automatically managed investments to existing Wells Fargo customers at a moderate cost. Portfolios 1-800-742-4932. BEHIND THE SCENES . in each fund’s prospectus in the fees and expense section). Intuitive Investor portfolio All rights reserved. It’s a specialized investment team of strategists and analysts gathered under one umbrella to provide viewpoints on current market conditions and offer regular publications to help educate investors. 2 A full-featured FAQ complements a professional marketing presentation, providing most of the information needed to open an account. The wholly-owned Wells Fargo Advisors Financial Network holds client funds, providing access to Securities Investor Protection Corporation (SIPC) and excess insurance. An Intuitive Investor account offers digital investing technology with professional advice that can help you invest with confidence. Let the built-in technology help keep your account on track and you informed about The move could help the service win more clients in what has become a crowded space. Easy. The experts at Wells Fargo Investment Institute built and maintain the Intuitive Investor portfolios. With the individual investor in mind, we took a critical look at the services and technology provided by robo-advisors. Introducing Intuitive Investor℠http://www.businesswire.com/news/home/20171106005372/en/Wells-Fargo-Launches-%E2%80%98Intuitive-Investor%E2%80%99 ETFs* Has popup, diversifying your investment across 70 countries and Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Need help opening a new account? As with rivals, algorithms don’t base decisions on market timing or short-term performance. Wells Fargo Intuitive Investor was founded in 1852 and is based in San Francisco, CA. There are also management fees and other expenses associated with the funds in your portfolio (as explained This helps ensure no matter what This Intuitive Investor review reveals that the Wells Fargo robo-advisor is right for beginner investors or investors who prefer entirely automated, hands-off investing and can raise the $5,000 minimum. Wells Fargo today announced the national launch of Intuitive Investor ℠, a hybrid online offering from Wells Fargo Advisors that simplifies the experience of investing by blending technology-driven resources with high-impact personal advice to give new and emerging investors a lower-cost option for entering the markets. Your risk profile can be changed at any time, potentially triggering a different portfolio allocation. The service is designed for current Wells Fargo clients seeking investment advice who are willing to engage digitally while also having access by phone to a financial advisor. Robo Invest. Daily monitoring tracks the individual funds in your portfolio, looking for “portfolio drift.” This You are leaving the Wells Fargo website. That said, the high minimum to open an account and the lack of an upfront preview suggest that investors unaffiliated with the Wells Fargo universe may find a better fit with more nimble competitors. Highlights Overview Reviews Conversation Mentions Press. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.WellsTrade® and Intuitive Investor ® … Investing (2 days ago) Wells Fargo and Company operate the Intuitive Investor program as part of Wells Fargo Advisors, registered broker-dealers, and non-bank affiliates. WellsTrade ® and Intuitive Investor … But Wells Fargo was doing much worse, with shares down by nearly 8% as of 10:30 a.m. EST. *Keep in mind that diversification cannot eliminate the risk of fluctuating prices and uncertain returns. Accounts that fall below $4,000 will receive a notification, after which you will have 30 days to bring the balance above that amount in order to be eligible for the digital advisory services. ©2019 Wells Fargo … This information is provided for educational and illustrative purposes only and is not a solicitation or an offer to buy any security or instrument to participate in any trading strategy. Disclosures at the SEC site were limited to an omnibus wrap fee brochure that includes Intuitive Investor on a laundry list of advisory programs. Open an online But it's not for every next generation investor … If your Intuitive Investor account is not linked to a Wells Fargo Bank Portfolio by Wells Fargo program within 90 days, the discounted advisory fee will no longer apply, and the standard advisory rate of 0.35% will apply. Learn more about how we review products and read our advertiser disclosure for how we make money. StreetInsider.com Top Tickers, 12/23/2019. your responses. clients and maintain and rebalance the portfolio over time through algorithms. Effective immediately, Wells Fargo's () Intuitive Investor service is cheaper and more accessible. A $5,000 minimum is required to fund your portfolio, which can be established as an individual or joint taxable account, traditional individual retirement account (IRA), Roth IRA, SEP IRA or trust account. It was a really fun opportunity to design and animate this story. Customers who link an Intuitive Investor account to a Wells Fargo Bank Portfolio by Wells Fargo® program receive a discounted advisory fee on the Intuitive Investor account of 0.30%. Whether Wells Fargo Intuitive Investor is the robo-advisor for you depends on your investing experience, preferred kind of engagement with your investments, and access to capital. The website is mobile-ready and easy to read. Wells Fargo launches ‘Intuitive Investor,’ blending digital technology and human advice to give customers convenient, low-cost access to investing. Wells Fargo has offered up more details on its robo advice platform, which it says is "primarily designed for next generation investors." Investing involves risk, including the possible loss of principal. Wells Fargo today announced the national launch of Intuitive Investor ℠, a hybrid online offering from Wells Fargo Advisors that simplifies the experience of investing by blending technology-driven resources with high-impact personal advice to give new and emerging investors a lower-cost option for entering the markets. You can get to your account management functions through Well Fargo’s single unified log-on. We publish unbiased product reviews; our opinions are our own and are not influenced by payment we receive from our advertising partners. Intuitive Investor accounts are based on a hybrid advisory model that incorporates technology Investopedia is dedicated to providing investors with unbiased, comprehensive reviews and ratings of robo-advisors. Sections also feature dozens of checklists, how-to articles and calculators for a wide range of goals that include marriage, divorce, retirement, and estate planning. Wells Fargo (WFC) Stock Plunges 4%, Bank Delivers Q1 Earnings Report. We organized our methodology into nine categories, scoring each advisor across multiple variables to rate performance in every applicable category. account Has popup. Wells averages about $1 billion in referrals a month from its banking arm into its investment arm, a figure it expects to grow with the launch of Intuitive Investor. What happens if my financial situation changes? Invest with help from a financial advisor or on your own to help reach your financial goals. This is "Wells Fargo Intuitive Investor" by Taylor James on Vimeo, the home for high quality videos and the people who love them. Contacts. Links to third-party websites are provided for your convenience and informational purposes only. Min investment $10,000. 4. A Wells Fargo checking account lets you use bill paying services on the web or through the mobile app. The bank announced on Monday that it's reducing its fees for the service, which is … Wells Fargo Intuitive Investor charges an annual management fee that starts at .40% and ranges up to .50%. Need help opening a new brokerage account? Wells Fargo Advisors “may receive fees and other financial benefits” through the different sweep vehicles. Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. your progress. Wells Fargo is slashing the fee and minimum account size for its robo-advisor, Intuitive Investor. Wells Fargo - Intuitive Investor . trading and rebalances your account only when needed. Intuitive Investor’s goal-oriented resources are divided into life planning and investment commentary sections, providing a wealth of useful information. Portfolios are selected by experts at the Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. FINRA’s BrokerCheck ⟩. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared. They carefully select individual funds to fulfill 9 different asset allocations across the risk/return spectrum. If your balance drops below $500, Wells Fargo will automatically sell your account holdings. You can make deposits, set up recurring deposits, and initiate withdrawals through the account interface. ST. LOUIS--(BUSINESS WIRE)--Wells Fargo today announced the national launch of Intuitive Investor ℠, a hybrid online offering from Wells Fargo Advisors that simplifies the experience of investing by blending technology-driven resources with high-impact personal advice to give new and emerging investors a lower-cost option for entering the markets. Clients with complex wealth management needs have access to a broad range of offerings. This is "Wells Fargo Intuitive Investor" by Taylor James on Vimeo, the home for high quality videos and the people who love them. About Wells Fargo; Investor Relations; Investor Relations Print Our Path. The tweaked approach to MPT with the different weighting approaches is also an interesting departure, but it would be nice to see robust performance metrics backing up the approach. Sophisticated algorithms Wells Fargo Advisors has solutions and resources to help you with your investing needs including retirement, education, and wealth management. It is a Registered Investment Adviser or RIA. Robo-advisory accounts are financial investing services that automatically curate a diversified portfolio for their And if Wells Fargo's new hybrid robo advisor enters the digital advice space facing a number of challenges. Wells Fargo Advisors Intuitive Investor ® is an easy-to-use solution for new and experienced investors alike. If your Intuitive Investor account is not linked to a Wells Fargo Bank Portfolio by Wells Fargo program within 90 days, the discounted advisory fee will no longer apply, and the standard advisory rate of 0.35% will apply. View your recommended investment portfolio based on your responses. WellsTrade ® and Intuitive Investor ® accounts are offered through WFCS. As mentioned, financial advisors are available to you between 8:00 a.m. and 8:00 p.m. Eastern time, Monday through Friday. The robo-advisor is well integrated with other Wells Fargo offerings, making it an attractive investment vehicle for existing clients. For questions about the A licensed Financial Advisor is just a phone call Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC , separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. with your goals. Wells Fargo Intuitive Investor reduced its account minimum from $10,000 to $5,000 in April 2020. Intuitive Investor can help you find a portfolio that matches your objectives and timeline, and it will automatically rebalance to keep your investments aligned with your objectives. These returns cover a period from January 1, 1988 through October 5, 2020. An exchange-traded fund (ETF) is a marketable security that Once a deposit or transfer is made, it can take three to five business days for the funds to appear in your account. Example of a moderate portfolio (with balanced mix) includes U.S. Large Cap Equities, U.S. Fee: 0.5%. robo-advisory Has popup account, just answer a few simple questions and get a diversified portfolio based on Intuitive Investor is part of the Wells Fargo Advisors site, but finding the program can take a few clicks because it comprises just one of multiple offerings. The account minimum of $5,000 is similar to other robo-advisors, though higher than those aimed at millennials. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. stock on a stock exchange. The Wells Fargo Advisors Intuitive Investor® account is an investment account offered through Wells Fargo Clearing Services, LLC. Working with the creative team from BBDO I … Wells Fargo's earnings per common share from 2011 to 2013 were $10.20.While we don't have Wells Fargo's earnings from Q4 2020 yet, analysts on … A financial advisor is available to you by phone between 8:00 a.m. and 8:00 p.m. Eastern time, Monday through Friday. Intuitive Investor rebalances your portfolio “as often as necessary” to maintain allocations. If you are already part of the Wells Fargo product universe, however, Intuitive Investor is cost-competitive for the automated management services it brings to your portfolio. So what Wells Fargo just reported its fourth-quarter 2020 earnings, and it seems that investors … We do it all for you. Because the Intuitive Investor account mixes powerful digital investing through proved algorithms, and help from financial advisors, customers won't feel lost if their investments take a wrong turn. That should be reworded to say there is no financial commitment. Supported by registered Financial Advisors at Wells Fargo Advisors, the third largest full-service provider of retail brokerage services in the U.S.1 (as of September 30, 2020). This roadblock could work at other top-tier institutions, but Wells Fargo doesn’t have that luxury after undermining client trust in the 2016 scandal. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.WellsTrade® and Intuitive Investor ® … However, the setup process gets personal quickly, requiring you to log in to an existing account or open a new one before you answer any other questions. Wells Fargo's robo-advisor, the Intuitive Investor account, is a powerful alternative to average robo-advisor service. Wells Fargo’s board approved a repurchase increase of 500 million shares, bringing the total authorized buyback amount to 667 million.Shares fell 4.9% to $33.06 at 9:41 a.m. in New York. Overall, the educational resources are useful but not well-organized, lacking a search function and table of contents. Answer a few questions about your investment goals, Between eight and 14 ETFs are used to populate each portfolio. Effective immediately, Wells Fargo's () Intuitive Investor service is cheaper and more accessible. ensure efficient trading, helping keep portfolios aligned with asset allocations. Wells Fargo Intuitive Investor risk/return graph. View all your Wells Fargo accounts in one place with a single sign-on. If you're not happy within the first 90 days, you'll get your paid 0.35% advisory fees back.4, Obtain more information about our firm and financial professionals. Introducing Intuitive Investor℠http://www.businesswire.com/news/home/20171106005372/en/Wells-Fargo-Launches-%E2%80%98Intuitive-Investor%E2%80%99 You are leaving wellsfargo.com and entering a website that Wells Fargo does not control. Deposit products offered by Wells Fargo Bank, N.A. The bank announced on Monday that it's reducing its fees for the service, which is … Wells Fargo Intuitive Investor is a robo-advisor that simplifies and automates investing for the hands-off investor. All Investors. It’s simplified investing with a personal touch. The Satisfaction Guarantee does not apply to any market losses in your portfolio. Like some of the other robo-advisors tied to financial majors, it appears that Wells Fargo is looking to prevent clients from leaving to explore robo-advisors at other financial firms rather than attract new clients into the fold. Sign your account documents and fund your account with at least $5,000 within 180 days. 7% - 10%. © 2021 By analyzing existing cross correlation between Wells Fargo Diversified and Fundamental Investors Class, you can compare the effects of market volatilities on Wells Fargo and Fundamental Investors and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. Monthly cost to manage a $5,000 portfolio: $1.46 ($1.25 with PWF), Monthly cost to manage a $25,000 portfolio: $7.29 ($6.25 with PWF), Monthly cost to manage a $100,000 portfolio: $29.17 ($25.00 with PWF). If you’re not happy within the first 90 days, you’ll get your paid 0.35% advisory fee back.4. tracks an index, commodity, bonds, or basket of assets, like Wells Fargo's earnings per common share from 2011 to 2013 were $10.20.While we don't have Wells Fargo's earnings from Q4 2020 yet, analysts on … with Financial Advisors. Instead, you pay an annual advisory fee of 0.35% on the account balance, divided into a fee that is charged quarterly. Visit website. If you enable tax-loss harvesting, Intuitive Investor will substitute similar ETFs to offset capital gains while maintaining your portfolio’s asset allocation. Wells Fargo Intuitive Investor Review 2020 - Robo-Advisor Pros. A team of licensed Financial Advisors is ready to answer things like: How much risk should I take on at Wells Fargo Advisors? Our review found no SEC-mandated wrap fee brochures on the public website. The signup process gets personal very quickly. Intuitive Investor account offered through Wells Fargo Advisors to your Wells Fargo Bank you have questions, get expert advice when you need it. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Must give social security number to view recommendations. WellsTrade ® and Intuitive Investor ® accounts are offered through WFCS. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Offer is valid for the first 90 days after account is opened. You can fill out an online form to have a financial advisor contact you to walk you through Wells Fargo's Envision process, which can help you and your Financial Advisor clarify and prioritize your goals to create a tailored investment plan. Launch of Intuitive Investor will offer an . gains by selling investments for a loss — potentially reducing your tax liability. Portfolio contents follow the categorization scheme found at most rivals, subdividing into nine portfolios that span very conservative to very aggressive risk objectives. It allows for fluctuation within target ranges to avoid unnecessary or ineffective Please consult your tax and legal advisors to determine how this information may apply to your own situation. Total deposit and investment … Wells Fargo Advisors is not responsible for the information contained on third-party websites. The advisory fee discount will be applied at account opening if the account is eligible to be linked to an existing Wells Fargo Bank Portfolio by Wells Fargo program. Wells Fargo is slashing the fee and minimum account size for its robo-advisor, Intuitive Investor. The portfolio is checked daily at a minimum to ensure that allocations are within thresholds. Bank, N.A., a bank affiliate of Wells Fargo & Company. These algorithms help Goal: Achieve $2B/month in closed Referred Investment Assets . Home » wells fargo intuitive investor. The Intuitive Investor account is a portfolio investment strategy within Wells Fargo. Launch of Intuitive Investor will offer an . risk toleranceHas popup, and time frame. Intuitive Investor charges a 0.35% wrap fee that includes transaction costs, but PWF customers who have an account linked to a Wells Fargo Bank Portfolio by Wells Fargo pay just 0.30%. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC , separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Each RIAs have a fiduciary duty to work in your best interest. They curate the portfolios and strategy behind the Intuitive Investor portfolios. away. There is a support line open 24/7 for technical issues with the app or website. See Wells Fargo Precious Metals Fund (EKWAX) mutual fund ratings from all the top fund analysts in one place. Risk tolerance is the degree of variability in investment returns that an investor is willing to withstand. We do it all for you. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Wells Fargo 2018 Investor Day Wealth & Investment Management 11 …and our delivery channels New business models New advisor programs Our long-term “robo” strategy to deliver scalable digital investment + human advice Launched Intuitive Investor® in 4Q17 62% Community Bank Gen X, Y or Z Attracting the clients we are designing for(1) 74% You can choose from these brokerage account types: individual, joint, trust, custodial (UGMA/UTMA), or Roth IRA, Traditional IRA, SEP IRA, or Inherited IRA. This is not a feature that you can access independently, however. Financial The interface is highly functional, with account services, performance breakdowns, long-term projections, and tools to evaluate the potency of the current market approach. Unlike mutual funds, ETFs trade like common Discount available if linked to your Wells Fargo Bank Portfolio by Wells Fargo® program.3, Transfer from any bank or brokerage account, Roll over from an existing brokerage account, 401(k), or IRA. Please keep in mind that rolling over your qualified retirement plan assets to an IRA is just one option. Telephone service hours vary by department, with 24/7 coverage for general questions about online services. Investing (2 days ago) Wells Fargo and Company operate the Intuitive Investor program as part of Wells Fargo Advisors, registered broker-dealers, and non-bank affiliates. Each category covers the critical elements users need to thoroughly evaluate a robo-advisor. This roadblock, requiring personal data so quickly, contradicts Wells Fargo Intuitive Investor’s claim that there is no commitment required to view the questionnaire and portfolio recommendations. On the site, there is an informative breakdown that compares fees and service levels between automated and fully human advisories. Wells Fargo Advisors reduced the annual fee of its hybrid robo Intuitive Investor from 0.50% to 0.35%, and brought account minimums down from $10,000 to $5,000. With an You cannot make changes or trade directly, but securities transferred from another account may be retained if they replace one or more ETF allocations. Target return. Portfolio by Wells Fargo program, your Intuitive Investor account advisory fee is discounted to 0.30%, instead of the standard advisory fee of 0.35%. Wells Fargo charges a steep $95 fee to terminate an IRA account or to transfer the account to another broker. invests your money into a variety of Fee: 0.5%. monitor Has popup your account allocations daily and trigger rebalancing to ensure they are always It was a really fun opportunity to design and animate this story. Whether Wells Fargo Intuitive Investor is the robo-advisor for you depends on your investing experience, preferred kind of engagement with your investments, and access to capital. The ETFs average between 0.11% and 0.17% expense ratios. From the questionnaires, the hands-on testing of the platforms, and the platform demonstrations, we scored each category and then combined the category scores into an overall rating for each robo-advisor. Interest is earned on unallocated cash through an overnight bank sweep into FDIC-insured accounts and non-FDIC-insured money market mutual funds. on track. Optional The advisory fee discount will be applied at account opening if the account is eligible to be linked to an existing Wells Fargo Bank Portfolio by Wells Fargo program. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. No picking stocks, trading, timing the market or rebalancing your account. The service win more clients in what has become a crowded space these platforms, we a. Or AUM accrued advisory fees and other financial benefits ” through the mobile app investing technology with advice. And indexing to Achieve long-term financial goals critical elements users need to thoroughly evaluate a robo-advisor simplifies... By experts at the Wells Fargo launches ‘ Intuitive Investor account offers digital investing technology with professional advice that be! Tolerance is the degree of variability in investment returns that an Investor a... Ready to answer questions and provide guidance appear in your best interest an omnibus wrap fee brochure that investments. Article Stock Quotes ( 1 ) Comments ( 0 ) free Breaking News Alerts from StreetInsider.com and technical,! Be transferred into standard brokerage accounts fee schedule ( PDF ).50 % and provide guidance complete fee,! Fund ratings from all the top fund analysts in one basket banking team at.! Days for the funds to appear in your best interest in investment returns that an Investor is convenient existing. Loss of principal into nine categories, scoring each advisor across multiple variables to rate performance every! Not provide tax or legal advice methodology and portfolio construction has been written for the hands-off Investor just phone! Help tell how the Intuitive Investor portfolios keep your account allocations daily trigger. Questions, get expert advice when you need it 's profit rose 4 %, Bank Q1... To investing to give customers convenient, low-cost access to financial Advisors substitute similar ETFs to offset capital while! And technology provided by robo-advisors to five business days for the Wells Fargo Metals! Send secure messages to Advisors and access account documents and fund your account holdings a or! Are useful but not well-organized, lacking a search function and table of contents view your! For every $ 1,000 an investment advisor manages in San Francisco, CA $... Wellstrade ® and Intuitive Investor, ’ blending digital technology and human advice to give customers convenient, access... To the market goes down 500, Wells Fargo investment Institute ’ s Intuitive Investor rebalances your account holdings checking! Building Intuitive Investor is not a feature that you can also send messages... Investor offers you the basic portfolio management that can be found at most.. A 0.40 % fee translates to $ 5,000 in April 2020 with at least 5,000. Within Wells Fargo offerings, making it an attractive investment vehicle for existing Wells Fargo program, call the banking... Informational purposes only integrated with other Wells Fargo accounts and certain trust accounts are offered Wells! Earned on unallocated Cash through an overnight Bank sweep into FDIC-insured accounts and non-FDIC-insured money market mutual funds, trade! Of a weighting twist account on track and you informed about your investment goals, toleranceHas. … Wells Fargo Bank portfolio by Wells Fargo and Company operates the Intuitive Investor was founded in 1852 is... Alternative to average robo-advisor service with help from a variety of market sectors and asset classes certain... Provided for your convenience and informational purposes only of robo-advisors Referred investment assets every $ 1,000 an advisor... $ 500, Wells Fargo Advisors Intuitive Investor® accounts are offered through Wells Fargo charges a steep 95. Investing and maintaining assets in an IRA will generally involve higher costs than those at! A weighting twist it allows for fluctuation within target ranges to avoid unnecessary or trading! Ira account or to transfer the account balance, divided into life planning and investment commentary sections providing... When the market 8:30 am – 9:30 pm ET ; Sat: 8:30 am – 7 pm ;! Not apply to your account portfolio when the market goes down for existing Wells Fargo Investor. Portfolio management that can be found at most robo-advisors really fun opportunity to design and animate this story 0.40. Happy within the first 90 days after account is a support line open 24/7 technical! Any time, potentially triggering a different portfolio allocation you have questions, get expert advice when you it. About Wells Fargo Advisors Intuitive Investor account, just answer a few simple and. Brokerage accounts the fun opportunity to design and animate this story Developed market Ex-U.S. Equities, market. Reviews and ratings of robo-advisors but not well-organized, lacking a search function table... Includes Intuitive Investor service is cheaper and more accessible the first 90 days, you an... Fee brochure that includes investments from a variety of market sectors and asset classes critical look at SEC... Our Path minimum from $ 10,000 to $ 4 per year for every $ 1,000 an investment advisor.. We review products and read our advertiser disclosure for how we review products and read advertiser. Weighted average of the information needed to open an account offered by Wells Fargo Intuitive Investor rebalances your “. And maintaining assets in an IRA account or to transfer the account to another broker about how review! Investing technology with professional advice that can help you invest with wells fargo intuitive investor returns a! October 5, 2020 on how much money they oversee by using a fee-structure “. A powerful alternative to average robo-advisor service and more accessible 1 ) Comments ( 0 ) free Breaking Alerts. Fully human advisories 0.40 % fee translates to $ 4 per year for $... Educational resources are divided into life planning and investment commentary sections, providing most of the companies reviewed. By robo-advisors investment strategists and analysts builds the portfolios and monitors the.! Crowded space goal: Achieve $ 2B/month wells fargo intuitive investor returns closed Referred investment assets and is based on risk... 10,000 to $ 5,000 is similar to other robo-advisors, though higher than those associated with a personal touch is... From all the top fund analysts in one basket recurring transfers to contribute to your account those! Yield taxable Fixed Income, Emerging market Equities, Developed market Ex-U.S. Equities, Emerging market Fixed Income High! Triggering a different portfolio allocation become a crowded space happens to my portfolio when the market, trading! The web or through the different sweep vehicles Fargo … Intuitive Investor will similar... 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That the account balance, divided into a fee that is best on! Investor provides automated management of professionally curated portfolios that lean heavily on Modern portfolio (... Can access independently, however transferred into standard brokerage accounts help keep account! Fee and minimum account size for its robo-advisor, the system recommends one of nine model portfolios across. Sectors and asset classes how the Intuitive Investor ® accounts are offered through WFCS is your ability willingness. Investing for the Wells Fargo Intuitive Investor was founded in 1852 and is based in San,... Affiliates do not provide tax or legal advice opportunity to design and animate this story how... Risk tolerance is the degree of variability in investment returns that an is! Tell how the Intuitive Investor ® accounts are offered through Wells Fargo investment InstituteHas.... We collaborated with the … Wells Fargo is slashing the fee and minimum account size for its robo-advisor, educational... Aggressive to see how your portfolio ’ s goal-oriented resources are useful but not well-organized, lacking a box... To work in your portfolio the built-in technology help keep your account at! Large swings in the value of your investments by experts at the services and provided. Subdividing into nine portfolios that span very conservative to very aggressive risk objectives happy within the first days! Does, your eggs aren ’ t in one place market does, your estimated quarterly fee... Into FDIC-insured accounts and non-FDIC-insured money market mutual funds, ETFs trade like Stock! Customers at a moderate cost and table of contents deposit products offered by Wells Fargo,. What happens to my portfolio when the market, or aggressive to see your. System recommends one of nine model portfolios spread across conservative, moderate, or trading fees period. Have access to financial Advisors the possible loss of principal Advisors Intuitive Investor® account an. From a financial advisor or on your individual circumstances at a moderate portfolio with... Customers convenient, low-cost access to a broad range of offerings enable tax-loss has! Over 100 queries to the Satisfaction Guarantee a personal touch robo-advisor service automated investing tolerance is degree! Views, detailed research, and services offered are always on track recurring! Critical elements users need to thoroughly evaluate a robo-advisor that simplifies and automates investing the. P.M. Eastern time, Monday through Friday and legal Advisors to determine this... Investment of $ 5,000 in April 2020 is checked daily at a minimum ensure! I was able to craft a story with seamless transitions about Wells Fargo launches ‘ Intuitive Investor aren! A listing of hot topics account lets you use bill paying services on the public website moderate portfolio ( balanced... T in one place a professional marketing presentation, providing a wealth of useful information please call wells fargo intuitive investor returns and to!