Why would I want Wealth Management?

Why would I want Wealth Management?

Comments

  • Christina KChristina K Member, Administrator, Moderator, Sofi Team admin

    Time is your friend when investing. The sooner you get started the better, and the more likely you will be to realize your investment goals. While wealth management used to be exclusively for people with a lot of assets, and it was (and still usually is) very expensive. Traditionally, skilled professionals manage portfolios and charge 1%-2% annually on the amount they manage for the service. SoFi Wealth uses technology, low-cost ETFs, and the expertise of people who have been managing money for years to make wealth management available to everyone at a much lower cost. While there are no guarantees, we feel this is a good approach for most medium to long term investors.

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