Wells Fargo - Intuitive Investor

Robo Advisor

It’s simplified investing with a personal touch. No picking stocks, trading, timing the market or rebalancing your account. They do it all for you.

Investment risk

Low

Min investment

$5,000

Target return

7% - 10%

Fees

0.5%

Overview

With an Intuitive Investor robo-advisory account, just answer a few simple questions and get a diversified portfolio based on your responses. Their technology balances and maintains the portfolio over time so you don’t have to. No picking stocks, trading, timing the market, or rebalancing your account. They do it all for you! And if you have questions, get expert advice when you need it. A licensed financial advisor is just a phone call away.

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Why Invest

  • It’s simplified investing with a personal touch.
  • A licensed Financial Advisor is just a phone call away.
  • Our technology balances and maintains the portfolio over time.

How you make money

Stock price appreciation + dividends. For reference: according to historical records, the average annual return from the S&P Index since its inception in 1926 through 2018 is approximately 10%–11%. The average annual return since adopting 500 stocks into the index in 1957 through 2018 is roughly 8%. Adjusted for inflation, the historical average annual return is around 7%. However, it's important to note that each Robo has their own investment strategy that can influence returns.

How Wells Fargo - Intuitive Investor makes money

Investors pay an annual advisory fee of 0.50% on the account balance, divided into a fee that is charged quarterly.

Is it Safe?

Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time. SIPC Insured.

Things to know

  • You make money onDividends + Value
  • Fees0.5%
  • Payout frequencyQuarterly
  • Term of investmentZero
  • LiquidityEasy
  • Open toAll Investors

Company

  • Country availabilityUS only
  • Assets under management$509B
  • Established2017
  • Mobile ApplicationIOS, Android

Investment Return Calculator

Calculate your estimated return to reach your investment goals.

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years

$

Monthly

Amount invested

$11,000

Total fees

$257.21

Value after fees

$14,108.19

Any references to past performance, regarding financial markets or otherwise, do not indicate or guarantee future results.

Forward-looking statements, including without limitations investment outcomes and projections, are hypothetical and educational in nature. The results of any hypothetical projections can and may differ from actual investment results had the strategies been deployed in actual securities accounts.

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