SoFi Wealth provides investment advice to individuals using software, self-service tools, and financial planners. They offer an automated investing program where clients complete an online questionnaire and are assigned to a managed model portfolio. SoFi Wealth also offers a digital advice tool for selecting 529 plans and access to financial planners via phone, virtual meetings, and electronic messages.
Assets Under Management$1.5B
Clients265,019
Advisors112
Avg. per Client$5.6K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
The wrap fee is not charged on the cash allocation, which is generally 1% of the portfolio.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
112 Advisors at this firm
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