Wells Fargo Advisors

Financial Advisor in Port Jefferson, NY

Firm Info
Address: 70 N Country Rd Suite 301, Port Jefferson, NY 11777, USA
Phone: (631) 473-4300

Firm Size
Assets Under Management: $103 billion
# of Advisors: 894
# of Clients: 222,705
Client to Advisor Ratio: 249:1
Average Account Size: $462,495
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Banking Institutions
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions

Get Connected with a Financial Advisor

* required fields

Wells Fargo Advisors Financial Network, LLC Overview

Wells Fargo Advisors Financial Network, LLC is a fee based, broker-dealer registered investment advisory firm that has been in business since 2000. The firm is headquartered in St. Louis, MO. Wells Fargo Advisors Financial Network offers a wide range of services to individuals, small businesses, and institutional clients. Their services include financial planning, portfolio management, pension consulting, selection of other advisors and other investment consulting services to institutional clients. Wells Fargo Advisors Financial Network prides itself on being a seller of additional financial products, providing valuable investment advice, and offering portfolio management services for businesses and institutional clients. The firm uses a fee based approach to their services, ensuring they provide unbiased cost-effective solutions for their clients. Wells Fargo Advisors Financial Network is a respected advisory firm, known for its experience and expertise in the financial market. With their portfolio management services, they are equipped to offer tailored solutions based on the unique needs of their clients, including individuals, small businesses, and institutional clients. Furthermore, the firm offers pension consulting services, ensuring that their clients make informed decisions regarding their retirement. With their investment consulting services for institutional clients, they are well-positioned to provide valuable insights and solutions that drive growth and increase profitability. Overall, Wells Fargo Advisors Financial Network is a reputable firm that offers top-notch investment advisory services to clients nationally.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC is a financial advisory firm that caters to a diverse range of clients, including individuals, high net worth individuals, banking institutions, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporation types not listed. The firm's extensive client base reflects its ability to provide a comprehensive range of financial services to a diverse range of clients with varying investment needs. When it comes to fee structures, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC offers a range of options depending on the services provided. Clients can choose from a percentage of assets under management (AUM), hourly fees, fixed fees, or commissions. The percentage of AUM is a fee paid annually by clients based on the total market value of investments managed by the firm. Fixed fees, on the other hand, are flat rates charged by the firm for specific services, such as financial planning or portfolio management. Commissions are fees paid to the firm for buying or selling securities on behalf of clients. Overall, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC offers a transparent and flexible fee structure that suits the unique needs of its clients.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure of Wells Fargo Advisors Financial Network, LLC notes that they have a minimum initial Account value for their Programs, which they have the right to terminate if the Account falls below the minimum Account value guidelines established by them. However, they also have the discretion to waive the minimum Account size. The brochure, however, does not mention what the actual investment minimum is for the firm.

How This Office Can Help Port Jefferson, NY Residents

Wells Fargo Advisors offers tailored financial solutions to the residents of Port Jefferson, NY. The financial situation of the residents of Port Jefferson, NY may vary from one another and depend on various factors such as income, debt, savings, and investments. Wells Fargo Advisors has a team of experienced financial advisors who guide their clients through their financial journey and assists in achieving their financial goals. For instance, some residents in Port Jefferson, NY may be facing difficulty in managing their debts, whereas some may need assistance in saving for their children's education. Others may need help in planning for their retirement or investing in the stock market. Whatever the financial situation is, Wells Fargo Advisors provides personalized and comprehensive financial planning services to help the clients in Port Jefferson, NY to achieve their financial goals and improve their financial outcomes. They work closely with their clients, understand their financial needs, and offer customized solutions suited to their specific needs.

To view the Minimum Investment and Fee Schedule for Wells Fargo Advisors Financial Network, LLC, visit their Part 2 Brochure.

Services Offered by Wells Fargo Advisors Financial Network, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Wells Fargo Advisors Financial Network, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Commissions
Unavailable
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 70 N Country Rd Suite 301, Port Jefferson, NY 11777, USA
Phone (631) 473-4300
Directions
Google My Business Reviews:
3 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location ONE NORTH JEFFERSON AVENUE, MAIL CODE: H0004-09G, ST. LOUIS, MO 63103, United States

This firm has no other locations.

State Registrations

Wells Fargo Advisors Financial Network, LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Wells Fargo Advisors Financial Network, LLC does not have any disclosures. Please visit it's Form ADV for more details.