WellsTrade ® and Intuitive Investor ® accounts are offered through WFCS. If your balance drops below $500, Wells Fargo will automatically sell your account holdings. 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. 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. Intuitive Investor accounts are based on a hybrid advisory model that incorporates technology E-mail Address. gains by selling investments for a loss — potentially reducing your tax liability. Intuitive Advisors offers excellent resources and automatically managed investments to existing Wells Fargo customers at a moderate cost. Wells Fargo and Company and its affiliates do not provide tax or legal advice. Wells Fargo Investment Institute is a registered investment adviser and wholly owned subsidiary of Wells Fargo We were tasked to help tell how the Intuitive Investor account works. Fee: 0.5%. You can make deposits, set up recurring deposits, and initiate withdrawals through the account interface. Launch of Intuitive Investor will offer an . Unlike mutual funds, ETFs trade like common If you’re not happy within the first 90 days, you’ll get your paid 0.35% advisory fee back.4. Partnering closely with the … 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. Dividends + Value. Wells Fargo Intuitive Investor. We take it from there. Target return. 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. Investopedia is dedicated to providing investors with unbiased, comprehensive reviews and ratings of robo-advisors. Wells Fargo Intuitive Investor provides automated management of professionally curated portfolios that lean heavily on Modern Portfolio Theory (MPT) principles. 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. The robo-advisor is well integrated with other Wells Fargo offerings, making it an attractive investment vehicle for existing clients. Wells Fargo launches ‘Intuitive Investor,’ blending digital technology and human advice to give customers convenient, low-cost access to investing. 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. 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. 2 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. 2. But Wells Fargo was doing much worse, with shares down by nearly 8% as of 10:30 a.m. EST. You can access the Intuitive Investor program through the Wells Fargo Advisors site. 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. 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. Our 2020 reviews are the result of in-depth evaluations of over 20 robo-advisor platforms, including the user experience, goal-setting capabilities, portfolio construction, costs and fees, security, mobile experience, and customer service. Robo Invest. The account minimum of $5,000 is similar to other robo-advisors, though higher than those aimed at millennials. 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