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VERIFIEDThe Webster Group of Wells Fargo Advisors
The Webster Group of Wells Fargo Advisors
6550 S Millrock Drive ste 100
Salt Lake City, UT 84121
385-488-5962
Thoughtful Wealth Management for Families, Professionals and Business Owners
About The Webster Group of Wells Fargo Advisors
The Webster Group of Wells Fargo Advisors is a multigenerational wealth management team based in Holladay, Utah, serving high-net-worth individuals, families, professionals and business owners. Led by Ken Webster, Managing Director - Investments and Senior PIM Portfolio Manager, the team brings more than 30 years of experience, including prior tenures at Morgan Stanley and UBS. We focus on disciplined investment strategy and comprehensive investment planning, building customized portfolios and integrated plans that address retirement income, tax-efficient investing, estate planning strategies, business succession, and multigenerational wealth transfer. Our process begins with getting to know your goals and values, then builds a personalized investment plan with scheduled reviews to measure progress against your objectives and risk tolerance. Clear communication, a long-term perspective, and deliberate planning guide everything we do. Our philosophy: invest with discipline, plan with purpose, and build relationships that last for generations. We can meet online or at our office.
See Disclosures
General Information
Firm Start Year
1926
No. of Employees
2-4
CRD#
8174372
Firm CRD#
19616
Name of Broker/Dealer
Wells Fargo Clearing Services, LLC
Name of Custodial Firm
Wells Fargo Clearing Services, LLC
Years of Experience in Financial Services
35
Number of Years with Current Firm
1
Work with the following types of clients
Businesses, Executives; Business Owners; Retirees; Pre-retirees; Multi-generational families; Individuals, Individual Investors
Advisory Services Provided
Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals
Services
Investment Types
Managed Accounts
Can meet clients in the following ways
Phone, Our Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 66, Series 7
Insurance and Annuity Licenses
Variable Annuity, Variable Life, Health, Annuity, Accident, Life, Long Term Care, Disability
Firm Information
Advisor's Number of Clients
107
Total Assets Under Management by Advisor
$163,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets
Additional Details on Charges
The Webster Group offers advisory relationships through Wells Fargo Advisors. In advisory accounts, clients generally pay an asset-based fee, usually charged quarterly, instead of a commission on each trade. Advisory accounts may be discretionary (a portfolio manager, which may be the Financial Advisor, makes day-to-day buy, sell, and hold decisions based on your goals, time horizon, and risk tolerance) or non-discretionary (your Financial Advisor provides guidance and you make the final decisions). Minimum account sizes for advisory programs begin around $500,000 depending on the program. Fees vary by program and account size; please contact us for a detailed fee schedule.
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1894315/retirementplanning-The-Webster-Group-of-Wells-Fargo-Advisors-detailed-disclosure.html
Disclaimer
Investment and Insurance Products are: Not Insured by the FDIC or any Federal Government Agency; Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate; Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested. 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. Wells Fargo Advisors does not provide tax or legal advice.