Custom Choice

CustomChoice is a mutual fund wrap program that combines client-directed portfolio construction with a financial advisor’s informed, personalized advice. This program includes:

  • Client-directed purchases.
  • Collaboration between the financial advisor and client to construct an asset allocation strategy based on individual risk and reward objectives.
  • A universe of over 4000 institutional-class no-load and load-waived mutual funds.
  • Automatic allocation rebalancing.
  • Portfolio tracking with periodic performance reports.

The mutual funds in the CustomChoice™ program are available by prospectus only. Individuals need to consider the investment objectives, risk, charges and expenses carefully before investing. The prospectuses, which contain this and other information, can be obtained by calling their financial advisor. It should be read carefully before investing.

The fees for the CustomChoice™ program include advisory services, performance measurement, transaction costs, custody services and trading. The fees do not cover the fees and expenses of the underlying funds and customary brokerage charges may apply to non-program assets. The standard fee schedule, which is negotiable, is based on account size and an assumed active equity portfolio. There is a minimum quarterly client fee requirement of $75 to maintain this type of account. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. Advisory accounts are not designed for excessively traded or inactive accounts and may not be suitable for all investors. The minimum account size for this program is $25,000.

First Clearing, LLC and Wells Fargo Advisors, LLC are separate registered broker dealers and non-bank affiliates of Wells Fargo & Company.