Wells Fargo Private Bank

Services Offered

• Investment Management
• Private Banking
• Trust and Estate Services
• Retirement Planning
• Philanthropic Advisory
• Credit and Lending Solutions

Cost Range

Fees for services at Wells Fargo Private Bank typically vary based on assets under management and the complexity of services required. It is best to schedule a consultation for a personalized quote.

Best Times to Visit

For the most personalized service and shorter wait times, consider scheduling appointments during mid-morning or mid-afternoon on weekdays. Early in the week tends to be less busy.

Parking Advice

Street parking is available near 636 Wisconsin Ave, with additional public parking lots within easy walking distance of the branch.

Frequently Asked Questions

• What services does Wells Fargo Private Bank in Sheboygan offer?
  The branch provides investment management, private banking, trust and estate services, retirement planning, and more for high-net-worth individuals.
• Is an appointment required to meet with a financial advisor?
  While walk-ins are welcome, it is strongly recommended to schedule an appointment to ensure personalized attention.
• What is the minimum asset requirement for private banking services?
  Minimum asset requirements may apply and can vary by service; it is best to contact the branch directly for details.
• Are virtual consultations available?
  Yes, virtual consultations can be arranged for clients who prefer remote meetings or are unable to visit in person.
• What documentation should I bring to my first appointment?
  Bring valid identification, recent financial statements, and any relevant legal or estate documents for a comprehensive review.
• Does Wells Fargo Private Bank offer services for business owners?
  Yes, specialized financial strategies are available for business owners, including succession planning and business lending.
• How are fees structured for investment services?
  Fees are typically based on the assets managed and may include flat fees, percentage-based fees, or a combination depending on the service package.
• Is parking available at the branch?
  Yes, street parking and nearby public lots are accessible for clients visiting the branch.
• How can I get started with Wells Fargo Private Bank?
  Contact the branch to schedule an introductory consultation, where advisors will assess your needs and recommend tailored solutions.
• Are there after-hours or weekend appointments available?
  Availability of after-hours or weekend appointments can be arranged on a case-by-case basis; inquire with your advisor for options.