Wells Fargo - Intuitive Investor

Wells Fargo - Intuitive Investor

Wells Fargo - Intuitive Investor

Wells Fargo - Intuitive Investor

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.

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Highlights

-3.13%

Asset Class Return30d

#40 Rank

In Robo Advisor30d

avatars

Invest from

$5K

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.

Things to Know

  • You make money on

    Value + Dividends

  • Fees

    0.5%

  • Min Investment

    $5,000

  • Payout frequency

    Quarterly

  • Term of investment

    Zero

  • Target Return

    7% - 10%

  • Liquidity

    Easy

  • Open to

    All Investors

  • Mobile Application

    iOS, Android

Top Perks

  • 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.

  • Established

    2017

  • Country Available

    US Only

  • Assets Managed

    $509B

How You’re Taxed

Capital Gains

Capital Gains

As with any stock realized stock gains, investors are subject to capital gains tax. If gains are realized within one year, you are taxed at your income tax rate. If gains are realized after one year, you are subject to a long-term capital gains tax of 0% to 20%. A common service that some robo-advisors offer through their systems is automatic tax-loss harvesting. Tax-loss harvesting is a deliberate strategy whereby any loss from the sale of a security in a taxable account is used to offset a capital gain or taxable income, thereby reducing the tax paid.

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