Offers numerous advisory and fiduciary products and services together with discretionary portfolio administration. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral charge in relation to shoppers referred to the financial institution. The bank is answerable for the day-to-day administration of the account and for offering investment advice, investment administration companies and wealth administration companies to clients. The position of the Financial Advisor with respect to the Bank products and services is proscribed to referral and relationship administration companies. Some of The Private Bank experiences may be obtainable to clients of Wells Fargo Advisors with no relationship with Wells Fargo Bank, N.A.
Interest from certain municipal bonds could additionally be topic to state and/or local taxes and in some instances, the choice minimum tax. Contact us to schedule a meeting with a Private Bank investment management skilled. The value of investments and income from them can go down in addition to up and you could lose some or all of your initial funding.