Aaron Carroll Talley

Wells Fargo Advisors

21 Years of Experience

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Firm Information

Wells Fargo Advisors

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

3508 advisors

Number of Clients

401,726 clients

Average Client Portfolio

$491K average

Assets Under Management

$197.4B

Fee Structure

Minimum Investment:$10K

The firm charges a negotiable program fee, which is a percentage of your account value. The specific fee percentage is not listed in a structured table, but is stated as 2.00% for FundSource, CustomChoice, Private Investment Management, Fundamental Choice, Asset Advisor, Private Advisor Network and Customized Portfolios programs. For the Personalized UMA Program, there is an advisory fee of 2.00% plus manager fees ranging from 0.0% to 0.50%. A platform fee of 0.050% will apply to certain program accounts.

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Areas of Practice

Investment Management

Advisor Information

Office location

503 Olde Waterford Way, Ste 200, Leland, NC, 28451

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Regulatory History (1)

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Customer Dispute

June 2007

Closed-No Action

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Other Business Activities

Aaron owns All Roads Ministries, a faith-based speaking engagement, and The Vine Group Inc., a financial practice. He dedicates about two-thirds of his time to The Vine Group Inc.