Lauren
Klaiber
Wells Fargo Investment Institute, Inc
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About this Advisor
Lauren Klaiber is a chartered financial analyst operating in Beaufort, South Carolina. Klaiber is currently employed by Wells Fargo Investment Institute, Inc. Their career trajectory has included roles at Wells Fargo Investment Institute, Inc and Wells Fargo & Co. Klaiber is able to work in South Carolina. Wells Fargo Investment Institute, Inc is a business that has its headquarters in Charlotte, NC. It has offices in 38 locations and a total of 264 financial advisors. It administers $38 billion in total assets across its 24,240 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 289 charities and foundations. Of its 24,240 customer accounts, 94% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company has a diverse array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial management depend on which services the firm provides the client. However, fees charged by Wells Fargo Investment Institute, Inc can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wells Fargo Investment Institute, Inc Brokerage Details
$38,123,578,794
264
24,240
$1,572,755
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Lauren Klaiber Work History
Lauren has been registered as a financial advisor for 0 years.*
Wells Fargo Investment Institute, Inc
Wells Fargo & Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lauren Klaiber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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