Wells Fargo Investment Institute, Inc. is a renowned regional investment advisory firm headquartered in Charlotte, NC. With a strong presence in the industry, they operate through 39 offices nationwide. The company boasts a total of 264 dedicated employees, of which 175 specialize in providing comprehensive investment advisory services to their valued clients.
The firm's outstanding success is evident in their impressive average assets under management per investment advisor, standing at approximately $217,850,000. This figure significantly surpasses the industry average, showcasing Wells Fargo Investment Institute, Inc.'s expertise and ability to attract substantial investments.
Their compensation structure encompasses various approaches, including a percentage of assets under management and fixed fees. Notably, all the assets they manage are under a discretionary arrangement, providing clients with a comprehensive and tailored investment experience.
Wells Fargo Investment Institute, Inc. primarily caters to high-net-worth individuals, managing a substantial portfolio of assets. With over 1,000 individual clients, they expertly oversee assets totaling over $38,123,579,000.
The firm's longstanding reputation is fortified by the expertise and dedication of their top advisors. Among them are Joshua Lindsteadt, Richard Henry, and Richard Burke, who have demonstrated their commitment to providing exceptional investment advice and building enduring relationships with clients.
Overall, Wells Fargo Investment Institute, Inc. is a leading investment advisory firm, excelling in managing substantial assets for high-net-worth individuals. With a proven track record of success, an extensive network of offices, and a team of experienced advisors, they continue to thrive in the financial industry.