Wells Fargo Advisors

Wealth Management Firm in Lakewood, NJ

Firm Info
Address: 425 W Kennedy Blvd, Lakewood, NJ 08701, USA
Phone: (732) 905-4213

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 fee-based registered investment advisory firm that has been in business since 2000. Headquartered in St. Louis, MO, the firm operates as a broker-dealer, selling additional financial products and providing investment advice. Their fee arrangement ensures that they are compensated for the advice they provide, rather than through commissions. The firm offers a range of services to individuals and small businesses, including financial planning and portfolio management. They also provide portfolio management services for businesses and institutional clients, as well as pension consulting services. Additionally, they offer selection of other advisors to assist in creating a customized investment plan. Wells Fargo Advisors Financial Network, LLC also provides investment consulting services to institutional clients, including educational institutions, non-profit organizations, and corporations. Leveraging their expertise and knowledge of the investment landscape, they offer tailored solutions to meet the unique needs of their clients. With a focus on long-term growth and success, the firm is committed to delivering excellent service and advice to help their clients achieve their financial goals.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC is a financial advisory firm that caters to a diverse range of clients. They serve 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 clientele comprises a broad spectrum of individuals and organizations that entrust them with their financial affairs. When it comes to fee structures, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC offers various options based on the service provided. Clients can opt for a percentage of AUM (Assets Under Management) fee structure which means that they will be charged a percentage of the assets that the firm manages on their behalf. This fee could range from 0.5% to 2% of the assets under management. Alternatively, clients can choose a fixed fee wherein the firm charges them a predetermined amount for a specific service or a specified period. On the other hand, the firm also offers a commission-based structure where they earn their fee by selling products or services to clients. Lastly, if clients require services for specific projects or need assistance on an hourly basis, they can opt for the hourly fee structure. Each fee structure has its own advantages and disadvantages, and clients must choose the one that aligns with their financial goals and preferences.

Typical Clients, Fee Structures & Investment Minimum

The note in WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC's Part 2 Brochure indicates that they have a minimum initial Account value for their Programs, but also have the ability to waive the minimum size requirement at their discretion. However, the brochure does not specify what the investment minimum is, so it is unknown at this time.

How This Office Can Help Lakewood, NJ Residents

Wells Fargo Advisors in Lakewood, NJ offers a variety of financial services and solutions for clients facing different financial situations. For starters, they provide investment planning that helps individuals and families develop comprehensive investment strategies customized to their specific goals. They also offer retirement planning that enables people to maximize their income after retirement and enjoy life with financial security. Additionally, as Lakewood, NJ has a high cost of living, financial planning services that help clients budget their expenses and manage their debt can be of great help. Moreover, with significant Jewish and business communities, Wells Fargo Advisors provides specialized services to enable them to navigate the unique financial challenges that come with their lifestyle. Overall, Wells Fargo Advisors in Lakewood is committed to helping clients make informed financial decisions and have peace of mind.

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 425 W Kennedy Blvd, Lakewood, NJ 08701, USA
Phone (732) 905-4213
Directions
Google My Business Reviews:

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.