Wells Fargo Private Bank

Money Directory

Published October 29, 2012

100 E. Wisconsin Ave., Suite 1200

Milwaukee, WI, 53202

Primary Contact: John Weitzer

(414) 224-7484

Website: www.wellsfargo.com/theprivatebank

Year Founded: 1852

Primary market served: Families

Secondary market served: Individuals

Primary category of service: Wealth Management

Other services provided: Banking
Estate Planning
Financial Planning
Insurance
Investments
Long Term Care
Private Banking
Trust Service
Wealth Management
403B Rollovers

Quantity of team members: N/A

Total number of professionals on staff: N/A

Total number of customers: N/A

General Business Description: Clients depend on Wells Fargo Private Bank for a team that truly understands them and offers tailored planning and solutions that help meet their diverse financial needs.

Most typical fee structure: Percentage of assets under management

Total assets under management: $10 billion or more

Net worth of typical client/family/business: $5 to $9.9 million

Minimum investment required: $1 to $2.9 million

Typical age of your clients: 55 or Over

Primary industry: Manufacturing

Secondary industry: N/A

For business customers, typical size in total number of employees: N/A

For business customers, typical size in total annual sales: N/A

Other services provided: 401K
SEP
IRA

Investment philosophy: Focuses on strategic/tactical asset allocation using equity, fixed income, real assets (real estate and commodities), and complimentary strategies (such as hedge funds and private equity).

Management of customer portfolios: Both internally & externally