Private Investment Management (PIM) Program

In our experience, many experienced financial advisors — and affluent investors — demand the account customization that may only be achieved through active, discretionary portfolio management. Our Private Investment Management (PIM) program:

  • Upholds wealth management autonomy.
  • Requires financial advisors to qualify for participation.
  • Supports advisors with internal and external research analysts.

The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

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