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The Wells Fargo robo-advisor, dubbed the “Intuitive Investor,” charges an annual advisory fee of 0.35% of assets and access to personalized service and professional advice. 5. Fidelity Investments
Overdraft fee: $35. Use of non-Wells Fargo ATM: $0. ... Investment and wealth management: Wells Fargo offers investment opportunities, such as online stocks and exchange-traded funds (ETFs). You ...
In 2021, the company sold its asset management division, Wells Fargo Asset Management (WFAM) to private equity firms GTCR and Reverence Capital Partners for $2.1 billion. [91] WFAM had $603 billion in assets under management as of December 31, 2020, [92] [93] of which 33% was invested in money market funds. [94]
The following is a list of the world's largest publicly traded financial services companies, ordered by annual sales for the latest Fiscal Year that ended March 31, 2018 or prior (all public companies with sales of $20 billion or more are included, while privately held companies are not included).
For almost two years, Wells Fargo has been under near-constant fire. Now, Now, former advisors in the wealth management area of the Private Bank, which caters to high-net-worth investors, have ...
Wells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the third largest brokerage firm in the United States as of June 30, 2021 with $1.9 trillion retail client assets under management .
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