I spoke with several brokers there and finally was told that they would refund my total account. Call listed Advisor and it says mail box is full. I transferred my 401K over - after about 7 years, I averaged 4%. by team member, Nothing happens. Call and hit 0 for "help" and it says "No operator available" then click it disconnects you. If you miss your first payment, however, Wells Fargo doubles that number and requires 48 on-time payments. This advantage of the Solutions account, judging by the complaints outlined in Wells Fargo Advisors reviews, should mitigate some of the problems associated with the top-tier Wells Fargo Advisors account. This fim holds my company retirement. We even submitted a list of questions for review, only getting back a performance graph. 12/3/2019. It also suggests, however, that experienced or very active investors may benefit from looking elsewhere for their online trading. Benefits were pretty good for full-time employees. No one at WFA had cared to call me or the sending bank to notify us that there was problem with the check. Be prepared for 20 questions when attempting to confirm your identity by phone. Wells Fargo Advisors fees, in this case, vary depending upon what services the customer expects from the personal advisor. Below is a detailed examination of the Wells Fargo Advisors customer experience, based partly on Wells Fargo Advisors reviews, complaints, and stories of their service on the web. 7/2/2019, Pros: I have no history with a broker here, Cons: I have no history with a broker here, Stay away from this company. 2/17/2017, Cons: Stupid or crooked, hard to tell which. Engaged Employer. I just got off the phone with another supervisor and was told the same song and verse. Put my retirement nest egg in their Fundsource program. We may be compensated by the firms we review. CONCLUSION, the cash management department at WF Advisors demonstrated multiple times, by lack of follow up and lying (or not knowing what was going on in their own department), that customer service is not of concern to them. Mind you, they never notify you that it’s been rejected. Increase Visibility, ► Top Financial Advisors in Toronto, Canada, ► Request a Free Award Emblem (Ranked Firms Only), ► Get Your Advisory Firm Featured – Increase Visibility, ► Request a Personalized Page for Any Firm, ► Mortgages – New Homes (Good-Great Credit), ► Mortgages – Refinance (Good-Great Credit). A note about Social Media : Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Wells Fargo Advisors Solutions—Pros and Cons. false information, speculations, or to remove spam. In addition to industry-standard personalized service from a Wells Fargo advisor, customers at this level also benefit from Envision Planning. Absolute scam. requirements. Wells Fargo should be ashamed. In addition, there is no specific Wells Fargo Advisors fee schedule, which allows for customers to be flexible in their payments. I called WF today and Abe put me on hold and didn’t come back. I submitted my forms to transfer a 529 account to another brokerage in July. Higher rates. by Bill Braxton, With our carefully orchestrated Wells Fargo Advisors Envision process,we seek to assure our clients that all financial decisions we make on their behalf will be consistent with their goals. Their service operates on three tiers, with varying services and benefits depending on what the customer is seeking from Wells Fargo Advisors. 11/18/2016. HORRIBLE! 3/7/2019, Pros: Customer contact and help online visibility. by Sjsimpson, All rights are reserved. Cons: WHAT'S UP W/THESE ANNUAL FEES? Overview: Well Fargo Advisors Review—Essential Information. “For some people, deferred compensation is an automatic investment,” she says. Not a branch of the bank. Wells Fargo. Higher rates. Wells Fargo Advisors fees are minimal here, at an $8.95 charge per trade, with a discount if linked to an existing PMA account. My mother passed on in 2007. Finding the right financial advisor that fits your needs doesn't have to be hard. I've been trying to redo my investments (i.e. This gives them access to investment options, tools for evaluating their choices, and research to help guide their decisions. Incompetent, disorganized, non-responsive, They were good for 5 years. by Mark Anthony, 9/24/2019, Cons: Incompetent,uncaring, reprehensible , immoral and what should be considered as illegal. As a follow up to this year’s review of the top banks to bank with, we are presenting this detailed Wells Fargo review, including analysis on Wells Fargo CDs, CD rates, mortgage rates, benefits, pros and cons of using Wells Fargo bank.. History and Growth. It is a Registered Investment Adviser or RIA. 4/25/2017, Cons: Arguementative, undependable, untrustworthy. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. Click to view AdvisoryHQ's, ► Get Featured on AdvisoryHQ. High fees: With fees starting at 2% for its investment management programs, Wells Fargo Wealth Management fees are higher than the industry average of 1.17%, according to a 2019 study by RIA in a Box.However, it is worth noting that the firm says its rates are negotiable. Decent pay. I contacted Wells Fargo, they said I needed to fill out another form and return it. search for a Financial Advisor on this website. The ignorance on the part of this so called financial advisor forced me into a probate situation and cost me close to $20,000 in attorney fees. The convenience of streamlining activity between other accounts through the Wells Fargo Advisors online account service could be a strong enough selling point for some. Since then, this patterm prevails: I call Wells Fargo, the person says I will have the funds in my account in a week. This tier of service that Wells Fargo Advisors offers includes personal brokerage services. With the Wells Fargo Advisors online account system, including the mobile/tablet application, it’s possible to streamline all of your Wells Fargo services into a single point of access. I did. The advisors filed arbitration claims against Wells Fargo in 2018, seeking $8.5 million in damages for defamation, negligence, tortious interference with … Easy to avoid fees. Better customer service. Cons. We were told they could not handle such a transaction and we needed to send the check to corporate, where they would pay off the mortgage and get the overage amount back to us "sometime." The WellsTrade Brokerage Commissions and Fees for Stocks/ETFs will cost you $0 as of December 2019. In this article, I'll compare the pros and cons of two of America's largest banks: Wells Fargo ... Stock Advisor launched in February of 2002. Wells Fargo Advisors reviews show that customers are unclear on the value of this service, however, as Wells Fargo Advisors … I even had one of their employees tell me that she was sleeping with her boss and nothing would come of my situation. It is also available for use on mobile and tablet devices, so customers can manage their investments on the go. America’s largest and strongest financial institutions, which has been in business since 1852. by joe trump, When we finally saw our fee costs, we switched to another firm. The Wells Fargo Advisors fee schedule is more complex than the previous tier, as it consists of an annual fee that varies depending on the customer’s assets. I received a large package of forms to fill out, notarize, medallionize and return to Wells Fargo. by Angela Kivett, Affiliated with one of America’s major banking companies, Wells Fargo Advisors benefits from the established reputation of its parent company. They seemed more interested in lining their pockets than looking after my best interests. Cons: Incompetent, disorganized, non-responsive. by corneliafaw, It sounds like a song and dance wherein the money is gone and they do not want to admit they lost or used his account. SOMEONE NEEDS TO BE FIRED FOR NOT RETURNING PHONE CALLS! As with the Wells Fargo Advisors Solutions account, however, it is unclear how useful this is. Wells Fargo Advisors Solutions—Pros and Cons. The review does, however, praise the quality of its market research. Do not put 1 cent of your money into their hands. Investment products and services are offered through Wells Fargo Advisors. When administering the estate, I confronted the financial advisor as to why the funds were were not placed in a trust 2 years ago when they were given a written instructions to do so. Both the Wells Fargo Advisors and Wells Fargo Advisors Solutions accounts offer full access to the online options included in the WellsTrade account. This is especially true for investors who need the services of a financial advisor they can meet with in person. It appears the investment department at Wells Fargo Advisors is lacking in ALL Customer Service skills and they DO NOT care about their clients or their investments. It makes me want to quit my job working for Wells Fargo. Once they have your money good luck on getting it back even with a lawyer or court order. Great benefits. I'LL RECEIVE $126 IN DIVIDENDS BECAUSE OF THIS OUTRAGEOUS FEE. When Wells Fargo was instructed to move the IRA to a trust account, they did not. Guess if they ever actually claim to get my mailed copy, I will see what they say. Double the fees compared to market. by Jeff Carlson, The third and final tier of service is the full Wells Fargo Advisors account. WFA continued to say they hadn't received the second check either. Advisors do not care. They once were the Cadillac but it looks like the Wells Fargo rat race is over and clearly the rats won! make it very difficult to transfer funds out of the account. I opened an account this company on the advise of Wells Fargo Bank. If I listen to my head from my days at Wharton Business school - the signs are there saying pull your investments and find a new Brokerage/Banker/Advisor firm. IT failures. Am I a moron? 11/17/2018. My advisor called and told me to transfer all of my accounts because he did not want to deal with me anymore.I called twice this summer to have my account transferred to another advisor but no one returned my calls. Note: Firms and products, including the one(s) reviewed above, may be AdvisoryHQ's affiliates. The pros and cons of each account type are considered in-depth below, with guidance to show what customers and situations will benefit most from each. It is noted in one Wells Fargo Advisors review that the simplicity of the trading system is, This tier of service that Wells Fargo Advisors offers includes personal brokerage services. We tolerate their problems with technology and turnover of staff with a patient attitude as we understand not everything in life can be perfect and instantaneous. Pros. by Jason, We have been unable to access it for FOUR MONTHS because Wells Fargo says they have not received the correct paperwork. Bank of America doesn’t offer 24/7 customer service, whereas Wells Fargo does. by Anonymous, This kind of treatment is why Wells Fargo is often receiving negative reporting in the news. Managed Portfolio Solutions are available for minimum asset of $25,000 per account, which includes asset allocation decisions, 2/9/2018. No one will speak with me now since they uttered the word- legal. The minimum account level of $100,000 is steep by industry standards, and numerous Wells Fargo Advisors reviews bring the value of the service into question. Run don't walk your money away from these idiots. Wells Fargo did nothing. Simply put, this is an investment planning program designed to account for the personal needs of the customer, instead of expecting them to fit one of a few standard templates. Make it very difficult to transfer money out. A checking account is a convenient way to manage your money. Pros. No listening skills to provide what the customer needs. Wells Fargo Advisors reviews, however, show that their advice often provides customers with, Wells Fargo Advisors Solutions, paid annually, depending on assets, Wells Fargo Advisors, paid with variable fees, depending on accounts, The low cost of the service compared to Wells Fargo’s other options is the biggest advantage. 3/17/2019. by Sharon Stapp, Now as a cosigner I am getting threatening calls. If you have a choice, why use a company that doesn't care about you when there are companies out there that do. This really confirmed that my decision to move my mutual fund account elsewhere was the right move. In a week, nothing has happened, I call again. While it’s unlikely to confuse customers, certain tasks are more difficult than they should be due to the layout. His boss, Jim Gaither, attempted to calm me down after I made 3 complaints with no response but he never apologized for his employees words. Website lists a name but click on the listed name to email and their system automatically starts email to former advisor no longer there. When I tried to contact him, he was unavailable. It wasnt even put in the system till i spoke to someone else on that friday. They now lost the check and are claiming they never received although oddly enough they did in fact cash it! i transferred my account to another institution. by Neil Flynt, Horrible business practices. by Dee Dee, Clients have an access to a broad range of services such as account services that complement the investment planning process, advisory services, Need to know full name of person, phone number, superior phone number and name, etc. Wells Fargo has more than 13,000 ATMs in over 40 states, a much larger network than U.S. Bank. 8/2/2018. After we advised the WFA Broker of our decision, we got handed off to an assistant. They do not honor their word. Serious or highly active investors, however, may be better off looking elsewhere for more consistent customer care or lower initial investment. by CMYteam, Invest money in many different funds for their own profit. Company Overview FAQ. by Cara Hammond, IN SEPT. Once I tried to move money out of Wells Fargo the horrendous customer service started. I have called 20 times to Wells Fargo and 10 times to the other brokerage trying to get help. The customer service is horrible. I reckon they think the government will bounce a check. In addition, according to the Wells Fargo Advisors review on investorjunkie.com, there are numerous options to mitigate the costs depending on the customer’s specific needs. It took a year of calling and my daughter was told as long as you are making your payments then you don't need help. As you can imagine this has been a difficult time for my family. Called again the next day. You send it all paperwork and they still find ways to delay everythingetting. Take advantage of investors especially elderly. Zero customer service and broken English reps. Poor management, poor systems coordination. In addition, according to the Wells Fargo Advisors review on, In addition to industry-standard personalized service from a Wells Fargo advisor, customers at this level also benefit from, It is impossible to ignore the number of Wells Fargo Advisors complaints, however, particularly concerning the, On paper, the services offered by Wells Fargo Advisors Solutions and Wells Fargo Advisor accounts compensate for a high barrier to entry. by G Jones, Wells Fargo provides 24/7 fraud monitoring on your checking accounts. If we could lower and stretch it out, they would be making more money. I was told to put $6500 into a mutual fund which according to the person I talked to would pay a handsome return. There are many various fees that come with Bank of America accounts so be aware of that. There are plenty of Wells Fargo Advisors reviews out there, yet lingering questions remain. She made threats toward organization and personal threats towards me as the owner. 11/13/2020. I went through 4 different routes with Wells Fargo regarding the threats she made. The Solutions account seems to be the better deal of the two, as it allows for some level of guidance without a massive up-front investment. The low cost of the service compared to Wells Fargo’s other options is the biggest advantage. I cannot think of a more poorly operated brokerage firm - None of the issues ever occurred when Prudential held the reigns - set up a list of other firms, pout on a blindfold, and throw a dart n- wherever it lands, you will be better off. Related: LPL Financial Reviews | What You Need to Know about LPL Financial. Lied about refund. poor back office response, unecessary delays ("up to 3 business days" is not to be counted upon), inconsistent claims and unkept commitments, poorly trained/unknowledgable advisors, and more. Many miscellaneous fees. Therefore, any customer with a full Advisors account will enjoy easy access to all Wells Fargo–affiliated services and a comprehensive selection of accounts to choose from. I asked for a manager and was put on hold, later to be told they are all busy, but can call me back in 24 hours. 7/1/2016, Cons: Very poor customer service and marginal returns on investments, excessive fees. We are a small nonprofit serving people in need, and we have been unable to access these funds when needed. said never said refund, by Steve, So monday that girl did nothing. It was a TOD account to be distributed to me and my sister's children. Told me I was doing great and should thank him, also said "go ahead and whine - I'm used to whining". Cons: WFA's Cash Management department has no interest in customer service. More branches. Wells Fargo has over 5,000 Branches across 40 states compared to Bank of America‘s 4,000. At this point I considered that theWells Fargo Advisors had carried things to far, my poor grieving 80 year old father has been without his money sinceAugust 6,2019, Father has a bad heart and the incompetence, uncaring, reprehensible actions of the Advisors is really getting him down and should be considered immoral and illegal. Morons, my drivers license has a feature to prevent duplication. 4/26/2018. Wells Fargo Wealth Management’s downsides. Advisors do not care. Funny, I received a check today with the $95.00 taken out. Has been a tremendous help and is an asset to Wells Fargo. The website and apps are simple but uncluttered and easy to use, particularly for inexperienced customers. Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Consumer reviews could be edited by the website staff to keep TopRatedFirms.com free of inappropriate or offensive language, We spoke with several different firms and were very comfortable and confident with using Wells Fargo. WFCS and its associates may receive a financial or other benefit for this referral. It’s a bit technical, but quite informative. Customer service is horrible. Wells Fargo Intuitive Investor Pros and Cons In summary, there are three tiers of service that depend on the customer’s specific needs: To get a clearer idea of the overall quality of service, each tier will be considered in more detail, alongside Wells Fargo Advisors reviews. I don’t understand how a firm can be so incompetent. Cons: poor integrity; self serving; unethical. Wells Fargo Advisors reviews show that customers are unclear on the value of this service, however, as Wells Fargo Advisors complaints discussed above, The Wells Fargo Advisors fee schedule for these accounts is annual and based on assets, so avoids the complexity associated with the higher tier account—at the cost of flexibility. I was sent to see a financial adviser after having my taxes done to get a deduction on my state and federal taxes. No access to cash when needed. Speaking with WFA I was told they hadn't received the check. The minimum account level of $100,000 is, Compared to their competition, Wells Fargo Advisors fees at this level are reasonable at $100 annually per household. I got documentation from the sending bank that it had been sent on time. by Annette Wyatt, Review AdvisoryHQ’s Terms for details. After filling out paperwork, getting it notarized and faxing this information, I called to get a status. Wells Fargo Advisors would not accept this, and requested an Apostille, which I had to inform them after contacting the Canadian Embassy is something that Canada does not offer and therefore we could not provide. This suggests that WellsTrade is potentially useful for those who are new to investing due to exemplary customer service and high-quality research. I am now moving my small 26k investment that they do not care about. WFA then went back to saying they didn't have the check. When weighing the pros and cons, Kelley notes one big advantage deferred compensation may have: It helps reinforce a healthy savings mindset. They also offer their proprietary Envision Planning system. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. 6 days later they claim not to have it. On paper, the services offered by Wells Fargo Advisors Solutions and Wells Fargo Advisor accounts compensate for a high barrier to entry. Those with the accessible, low-cost WellsTrade service have fewer complaints that those investing large amounts of money through top-tier Wells Fargo Advisors accounts. She was told "Your parents will have to pay.' Called on a mon. I called back in and was told he had connection issues. May be a good place for someone to start a financial career. Brad is knowledgeable and courteous. My mother while traveling in Canada suffered a massive stroke , was removed from life support and passed away on July 24, 2019. Wells Fargo’s WellsTrade—Customer Feedback. There as alway one more form that needs to be signed and submitted for review. It was so nice of them to give me a going away present like that. $150 FOR 2017, $125 FOR 2016. This suggests that the more demands customers make of Wells Fargo Advisors, the less likely those demands are to be met. Cons of Buying Wells Fargo Stock. by Debbie, Within 3 years they "managed" a million plus dollar corpus into about 25-30% of that. As a Wells Fargo customer for 20 years, I have never been as disappointed in the lack of service the advisors provide as I am right now.I was called in March 2018 and informed that my 26k investment was not enough for my advisor Amos Yu to handle. Nov 18th to request a withdrawl. WHAT'S UP W/THESE ANNUAL FEES? In one week, this safe fund went down $700. by Richard, Disclaimer: TopRatedFirms.com reviews of companies is our personal opinion. Lack of knowledge. A financial advisor could help your children develop a strategy to make the most of their inheritance and consider the pros and cons of different options, Prebish says. WF Advisors' cash management team demonstrated a SERIOUS DISREGARD FOR CUSTOMER SERVICE when I tried to transfer money from outside IRA's to a newly created IRA at WFA. For many, the very fact that Wells Fargo Advisors is part of a well-established banking company is comforting, but that can also bring problems. STOP IT!!! Cons: Zero customer service and broken English reps. The services offered are comprehensive, as noted in nearly any in-depth Wells Fargo Advisor review. My mother had a Wells Fargo Advisors account. Invest with Fidelity instead. My attorney told me I was lucky to have gotten the funds from the IRA as quickly as I did. The other brokerage also submitted forms to transfer and it is now November 13 and I still don’t have my money. retirement planning and more. They do want to push 50% fixed income but right now it's all going down, stocks are up and so are interest rates! Wells Fargo Advisors is one of the nation’s largest retail brokerage firms. Wells Fargo Advisors is a trade name used by WFCS and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Sudden decline in Advisor contact and mangement systems efficiency. The service has been through a long series of mergers with major national brokerage firms. The Wells Fargo Advisors fee schedule for these accounts is annual and based on assets, so avoids the complexity associated with the higher tier account—at the cost of flexibility. by Dale Ellington, The real selling point of Wells Fargo Advisors Solutions over WellsTrade is the option of personalized advice from Wells Fargo advisors. Had a $95 exit fee. IN SEPT. by Anonymous, by Hemp Luis, it was a termination fee. No contact from apparent new advisor. All I wanted was to put the money aside for a year in a safe investment. Imagine my surprise when I received a bill for a termination fee of $125.00. $150 FOR 2017, $125 FOR 2016. Phone wait time is terrible and if you get multiple people they all tell you different things. Is it a good broker for you? Always telling you it’s going to happen in 7-10 days never happens in total. My other daughter used Sallie Mae, they are eager to help, and suggest ways she can get through a few months with no payment. Our home burned down a few weeks ago for a total loss and our insurance company was wonderful and got our check to us in a timely manner. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. They also offer a personal Wells Fargo advisor that customers have unlimited access to and whom they can meet with in person. 4/5/2019. Wow a company that cares!! Cons: Invested my money and never heard again from the broker who talked me into inveseting. Wells Fargo Intuitive Investor has a detailed white paper which outlines their investment strategy. Wells Fargo Bank, N.A., offers various advisory and fiduciary products and services including discretionary portfolio management. Over the coarse of the years I have had my retirement account with Wells Fargo I have had trouble getting my broker to do what I tell him to do. Wells Fargo says I will have the funds in my account in a week. Compared to their competition, Wells Fargo Advisors fees at this level are reasonable at $100 annually per household. On the customer feedback end, Wells Fargo Advisors complaints regarding this service are numerous but tempered with a number of positive experiences. My advisor wanted me to buy a $100k annuity and forgot to tell me about their annual maintenance fees when I opened the account. Any fees they charged for closing my accounts was the best money I ever spent. My attorney said he had one case involving several million in an IRA account that Wells Fargo held up releasing for 11 months after the bank had been served with a court order to release the funds. Cons: Late 2019 our prior Advisor team apparently quit/retired. Don't forget the amount of time you will wait on hold with no willingness to phone you back. Those who wish to streamline their investments with others part of the Wells Fargo parent company may also want to consider it. a lack of confidence in the company’s advice and uneven quality of service. Share on Facebook; Get help whenever you need it with 24/7 access to customer service. This allows customers to contact the advisory team via phone to discuss their investment aims before deciding how to invest. I did that. I had to take legal action after 2 years of fighting with them to liquidate the funds of the account. For example, Wells Fargo Advisors can work with your children using the Envision ® process to help create a plan that includes how an inheritance fits into real-life goals, wants and needs. by Michelle, Wells Fargo is a very unscrupulous bank and their employees have no morals. WFA's Cash Management department has no interest in customer service. There is not space here for a full accounting of how awful this company is. We have tried to receive help and lower payments. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Some of the most important consideration to determine this are: A Wells Fargo advisor would only be beneficial if he or she provided a worthwhile service that customers can’t get elsewhere. 11/27/2016, Pros: Investment Contact Person Was Pleasant and Courteous, Cons: Everything Else You/I Could Think Of. , rates and info see also: review of LPL financial from Fargo... Told her if she did n't have to pay. all i wanted to! Account and left me with less than i started with is no specific Wells Fargo Advisors firm ’ s banking! Review that the list of questions for review, only getting back performance! Advisors ) it canceled and resent own money since August 6,2019 with in at. Confuse customers, certain tasks are more difficult than they should be as. I call to follow up: what you need it with 24/7 access to the other will to... Shapes and sizes managed '' a million plus dollar corpus into about %... An automatic investment, ” she says me successor trustee in his legal.... 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( i.e unscrupulous bank and their system automatically starts email to former advisor no longer there advisor and says. With anything named Wells Fargo/Wells Fargo Advisors to another brokerage in July Fargo Intuitive Investor a! Brokerage calls WF with me on hold and didn ’ t come back in over 40 states whereas of! Have fewer complaints that those investing large amounts of money through top-tier Wells Fargo Advisors online.... But what is the option of personalized advice from Wells Fargo full-time for more consistent customer care lower! New approach to financial advisory services in 1852 and is based in San Francisco,.. Website lists a name but click on the customer is seeking from Wells Fargo Advisors Late 2019 prior! And hit 0 for `` help '' and it says mail box is full 150 for,. People do such a poor job good at slick advertising, cons: Everything else You/I think! 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