Wells Fargo Advisors

Retirement Planning Firm in Webb County, TX

Firm Info
Address: 1100 Matamoros St Suite 257, Laredo, TX 78040, USA
Phone: (956) 726-1099

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

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Wells Fargo Advisors Financial Network, LLC Overview

Wells Fargo Advisors Financial Network, LLC is a well-established registered investment advisory firm that has been providing financial services since 2000. Headquartered in St. Louis, MO, the firm has a fee-based fee arrangement, providing investment advice while also selling additional financial products as a broker-dealer. Wells Fargo Advisors Financial Network offers comprehensive financial planning and portfolio management to small business owners and individual investors. Additionally, the firm provides portfolio management services to institutional clients and businesses, including pension consulting services. One of the unique offerings of Wells Fargo Advisors Financial Network is their ability to select other advisors on behalf of clients. This allows clients the opportunity to work with top-performing professionals in the field. Additionally, the firm provides investment consulting services to institutional clients, showing their expertise and experience in serving a wide range of clients. Overall, Wells Fargo Advisors Financial Network is a full-service financial advisory firm that has been providing quality services for over two decades. With a commitment to excellence and a focus on meeting client needs, this firm is a great choice for those looking for a trusted partner in financial matters.

Wells Fargo Advisors Financial Network, LLC offers a range of financial services catering to a diverse client base. These clients include high net worth individuals seeking investment advice and management, individuals looking to grow their wealth, banking institutions, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other types of businesses. The firm's financial advisors work closely with clients to develop customized strategies that align with their unique goals and needs. Depending on the service provided, Wells Fargo Advisors offers different fee structures. Clients who opt for asset management services typically pay a percentage of their assets under management (AUM). This fee is generally assessed on an annual basis and varies depending on the total value of the client's portfolio. For clients who require more transactional services, the firm also offers an hourly fee structure or fixed fees based on the services provided. In some cases, financial advisors earn commissions based on the sale of specific products or services. Overall, Wells Fargo Advisors Financial Network, LLC offers clients flexibility when it comes to fee structures to ensure they receive the best value for their financial needs.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Wells Fargo Advisors Financial Network, LLC states that the minimum initial account values for the programs described in the document are listed below. However, they do mention that they have the discretion to waive the minimum account size. The specific investment minimum amount is not mentioned in the Part 2 Brochure.

How This Office Can Help Webb County, TX Residents

Wells Fargo Advisors assists clients in Webb County, Texas by providing comprehensive financial planning and investment services tailored to meet individual needs. In Webb County, many individuals may be facing financial situations related to the oil and gas industry as it makes up a significant portion of the local economy. This may include fluctuations in income and employment opportunities as well as potential risks associated with investments in the industry. Additionally, residents may be facing retirement planning concerns, college savings planning for their children, estate planning, and managing debt and cash flow. Wells Fargo Advisors can help individuals navigate these issues and develop strategies to achieve their financial goals. They offer a range of services including investment management, retirement planning, estate planning, tax-efficient strategies, education savings planning, and more to clients in Webb County.

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 1100 Matamoros St Suite 257, Laredo, TX 78040, USA
Phone (956) 726-1099
Directions
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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.