The intuitive investor is a low cost, professionally designed portfolio with automated investing technology. With just a few questions Wells Fargo suggests a portfolio based on your risk tolerance. Select your investment style, Globally Diversified or Sustainability Focused. Open and fund your account. Set up recurring contributions. Wells Fargo automatically monitor your account daily and rebalance as needed.
Wells Fargo charges an annual advisory fee of 0.50% on the account balance, divided into a fee that is charged quarterly.
Wells Fargo is SIPC insured. Investing is risky and there is no guarantee your investment will have a positive performance.