Investments and Advisory Services

Take Back Precious Time

When you put your money into an advisory program, you put the research, monitoring, and understanding the markets into the hands of someone else. Then all that time you've spent doing those things becomes yours again to do with as you wish.

Benefits of Our Advisory Programs

Regardless of which advisory program you choose, you'll receive:

• One-on-one consultations with your Financial Advisor
• Professional investment guidance based on objective research and customized to your objectives
• A focused investment strategy
• Ongoing portfolio monitoring and service
• Rebalancing when necessary

Selecting an Advisory Program

First, decide who you want to make the investment decisions:

• You?
• Your Financial Advisor?
• A Wells Fargo Advisors team of strategists?
• An outside professional money manager?

Based on that decision, your Financial Advisor will work with you to determine which type of advisory program will work best with your goals:

After you and your Financial Advisor select the type of advisory program, your Financial Advisor will recommend a specific program that meets your needs.

Find Out More

To learn more about how advisory programs work, the different types of advisory programs available to you, and the individual programs themselves, contact your Financial Advisor.

Advisory programs are not designed for excessively traded or inactive accounts and may not be suitable for all investors. Contact your financial advisor for a copy of our advisory disclosure document. Please carefully review our advisory disclosure document for a full description of our services. The minimum account size for these programs is between , 000 and million.