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  2. Wells Fargo Advisors - Wikipedia

    en.wikipedia.org/wiki/Wells_Fargo_Advisors

    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 .

  3. How much does a financial advisor cost? - AOL

    www.aol.com/finance/much-does-financial-advisor...

    So, if you had $100,000 with a financial advisor who charged 1 percent, you’d pay an annual fee of $1,000. Robo-advisors, which use an algorithm to build portfolios for clients based on their ...

  4. 2025 financial checklist: Your guide to protecting your ... - AOL

    www.aol.com/finance/financial-planning-checklist...

    For instance, while your old 401(k) might charge 0.50% or more in annual management fees, many IRA providers charge no annual management fees and use low-cost index funds with expenses under 0.10%.

  5. Wells Fargo pushed wealth advisors to use high-fee products ...

    www.aol.com/article/finance/2018/08/21/yahoo...

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  6. Wells Fargo - Wikipedia

    en.wikipedia.org/wiki/Wells_Fargo

    Map of Wells Fargo branches in August 2015 Wells Fargo branch in Berkeley, California A former Wachovia branch converted to Wells Fargo in the fall of 2011 in Durham, North Carolina American Express Co. early receipts (1853, 1869) Stagecoach with Christmas gifts at a Wells Fargo Bank, San Francisco Wells Fargo & Co. Express building circa 1860, Stockton, California Mud wagon — Wells Fargo U ...

  7. Wachovia Securities - Wikipedia

    en.wikipedia.org/wiki/Wachovia_Securities

    Wachovia Securities was the trade name of Wachovia's retail brokerage and institutional capital markets and investment banking subsidiaries. Following Wachovia's merger with Wells Fargo and Company on December 31, 2008, the retail brokerage became Wells Fargo Advisors on May 1, 2009 and the institutional capital markets and investment banking group became Wells Fargo Securities on July 6, 2009.

  8. Do I need a financial advisor? When you should consider ... - AOL

    www.aol.com/finance/financial-advisor-consider...

    What financial advisors do. A financial advisor helps individuals manage their money and map out their financial futures. For example, financial advisors can help you plan for retirement, budget ...

  9. Lehman Formula - Wikipedia

    en.wikipedia.org/wiki/Lehman_Formula

    For example, if an investor wished to sell $3 million worth of stock, he would pay the broker he used a fee of 5%, or $50,000, on the first million dollars of transaction value, 4% (40,000) of the second million, and 3% (30,000)of the third million, for a total fee of $120,000. On an investment of $50 million, the total fee would be $600,000.

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