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Additional Posts in Financial Advisors
Anyone have the CTFA designation?
What kind of shoes do you guys rock at work?
New to Fishbowl?
unlock all discussions on Fishbowl.
Private Bank $1mm (going to $2.5mm Jan 1)
WBS (Branch/Hub FA) anything below $100k has a 10% grid payout, but you can open anything you want.
Don’t know about PCG/FiNet
WF has four different channels with varying minimums expected. No minimum for a person in a bank branch.
Never heard of such
Interested to know if it’s more than mine!
I heard account minimum is 250k for private wealth management
Well most firms have minimums. I have a client getting ready to consolidate with me who has several accounts spread out, he mentioned he had just enough with Wells to meet the minimum with his advisor but that’s the first we’re bringing over. Just interested in what a “minimum” looked like at wf