Wells Fargo Wealth & Investment Management offers investing and advisory services.
Wells Fargo Wealth & Investment Management offers investing, advisory, brokerage and planning services for individuals, families and institutions. The business connects wealth advice with Wells Fargo banking and lending capabilities.
It competes with national-bank wealth management platforms that provide advisor access, investment products, planning guidance and relationship-based banking for affluent clients.
Citi
Citi Wealth
citi.com
JPMorgan Chase
J.P. Morgan Wealth Management
jpmorganchase.com
Bank of America
Merrill Wealth Management
bankofamerica.com
| Attribute | Wells Fargo Wealth & Investment Management | Citi Wealth | J.P. Morgan Wealth Management | Merrill Wealth Management | |
|---|---|---|---|---|---|
| Provider |  | | | | |
| Founded | 1852 | 1812 | 1799 | 1904 | |
| Sells To | Enterprises, Individuals | Enterprises, Individuals | Enterprises, Individuals | Enterprises, Individuals | |
| Pricing Model | Fees, Transactional Commission | Fees, Transactional Commission | Fees, Transactional Commission | Fees, Transactional Commission | |
| Ownership | Public | Public | Public | Public |
Provider
Founded 1852
Sells To Enterprises, Individuals
Pricing Model Fees, Transactional Commission
Ownership Public
Founded 1812
Sells To Enterprises, Individuals
Pricing Model Fees, Transactional Commission
Ownership Public
Provider
Founded 1799
Sells To Enterprises, Individuals
Pricing Model Fees, Transactional Commission
Ownership Public
Provider
Founded 1904
Sells To Enterprises, Individuals
Pricing Model Fees, Transactional Commission
Ownership Public
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