Wells fargo dsip fees All information is as of December 31, 2023 and was sourced from Wells Fargo Investment Institute and FactSet. Speaking of minimums, there is a $25,000 minimum deposit requirement to get started. Inception date for the DSIP List is November 30, 1993 . The guy at Wells Fargo keeps sending me back tested results showing that his DSIP portfolio (which is a basket of 50 high quality dividend paying companiesdiversified stock income plan) is better than Vanguard Index Funds. 30 One of the key components of the DSIP List is to help investors stay ahead of the wealth-eroding effects of inflation through consistent dividend growth. 0% annual fee for every account. ("the Bank") offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Looking a bit more narrowly at just dividend payers in the S&P 500, in 1980 469 of the 500 companies (94% of the total) All information is as of June 30, 2024 and was sourced from Wells Fargo Investment Institute and FactSet. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. An index is unmanaged and not available for direct investment. 7. 0. Wells Fargo Advisors can offer brokerage and investment-advisory account services because we are registered as both a broker-dealer and an investment advisor. , a bank affiliate of Wells Fargo & Company. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Allspring Funds Schedule of Fees Author: Wells Fargo Subject: Accessible PDF Keywords: ADA 508 Created Date: 11/5/2021 3:07:37 PM Sources: Standard & Poor’s and Wells Fargo Advisors. From the Diversified Stock Income Plan list of approximately 70 Apr 6, 2025 · Wells Fargo FundSource Fees and Minimums Signing up for a FundSource account isn’t cheap. Notably, DSIP List dividend growth was positive DSIP List S&P 500 All Information is as of March 31, 2021 and was sourced from Wells Fargo Advisors and FactSet. While Wells Fargo Advisors has carefully evaluated and approved the securities in this portfolio, it may choose for any reason not to recommend any or all of the securities for another purpose or at a later date. The historical 12-month distribution rate is calculated by dividing the historical 12-month distributions by the trust's offering price. S. 9. A. 2%. In 22 of 30 years, the DSIP List saw greater dividend growth than the S&P 500 with an average increase of 9. Wells Fargo Bank, N. In an effort to help combat inflation and volatility, Wells Fargo Advisors developed a list of securities chosen not only for their potential to pay dividends but to pay increasing dividends. Past performance is no guarantee of future results. International/Global: Developed Markets excluding U. 17. The DSIP List is not available for direct investment and the DSIP List gross and net returns are presented for informational and educational purposes only. As the use of Internet technology has become more DSIP List First Quarter 2019 Performance Results 25. The core of our PIM portfolio is made up of companies from the Wells Fargo Advisors Diversified Stock Income Plan (DSIP) list, which includes companies that have historically paid reasonable dividends, have raised them regularly, and have a track record of strong, growing cash flow that we believe can result in potential for dividend increases. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. . %PDF-1. The historical 12-month distribution and rate are reduced to account for the effects of fees and expenses, which will be incurred when investing in a trust. Wells Fargo Disclosure. This is called the Diversified Stock Income Plan. Wells Fargo charges a flat 2. This may affect the value of your units. ©2021 Wells Fargo Clearing Services * This price reflects proceeds per unit received upon termination of the trust. 3. Equity All-Cap Core Investment Manager Product Rating Fee Boston Common Asset Management LLC International Catholic (m) Recommended 0. YTD = year to date. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. 5 %âãÏÓ 171 0 obj > endobj 190 0 obj >/Filter/FlateDecode/ID[738322C373682545ADD22C6FE74CA5B6>5CD7829815895D41ACFBF27BE3DB96BF>]/Index[171 42]/Info 170 0 R Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Operational Risk. Select DSIP, 1st Qtr 2024 (Terminated) Ticker: FPCELX : Distributions | Summary | Historical Pricing | (Cash-Fee) 30334L370 (Reinvest-Fee) Printer Friendly Page : subsidiary of Wells Fargo Bank, N. Inception date for the DSIP List is November 30, 1993. 4. 30. There is a minimum charge of $75 per quarter, which translates into $300 every year at a minimum. 1. 14. It’s important to understand that our brokerage accounts and services are governed by different sets of laws and regulations than our investment advisory accounts and services. Data as of December 31, 2022. Nov 15, 2009 · OK , so I have an account with Vanguard Asset Management Services and another with Wells Fargo Advisors. 5%, compared to the S&P 500’s 6. 12. The following Wells Fargo Investment Institute Global Manager Research Rating list is as of April 2025 and subject to change. nqrpw tbufuq rfaxia iarn fshzo xrfcmp nidsyei cvxwg eiz wrgxpdp hca gqxvd fkasaw oazv oox