An Advisor and his partner, after departing from Wells Fargo, sought to replicate a UMA solution for a significant block of accounts previously managed under Wells’ DMA solution. They primarily operated their business using Schwab’s rebalancer; however, this particular block was comprised of their ultra-high-net-worth (UHNW) clients and was fundamental to their operations.
Wells Fargo FiNet Breakaway
By Adhesion Wealth, An AssetMark Company
![2800x1000 Adhesion CS Wells Fargo2024](https://adhesionwebsitecontent.blob.core.windows.net/$web/images/resources/hero/_resourcesHeroImage/2800x1000_Adhesion_CS-WellsFargo2024.webp)
By Adhesion Wealth, An AssetMark Company