Why should I choose SoFi Wealth?

I already have a financial advisor at another company.


  • Christina KChristina K Member, Administrator, Moderator, Sofi Team admin
    edited March 2016

    Wealth Management used to be exclusively for people with a lot of assets, and it was (and still is) very expensive. SoFi Wealth changes all that. We use technology, low-cost funds, and the expertise of people who have been managing money for years to make wealth management available – for very low fees. We make it easy for you to figure out how much money you’ll need to retire, or reach any other goal. You can work directly with an advisor to sharpen your personal finance skills, figure out how to save, and invest to in an effort to make your goals reality, or you can do it all online yourself.

  • Blake WBlake W Member, Administrator, Moderator, Sofi Wealth Expert admin
    edited April 2016

    To add to that: at SoFi Wealth, our professionally managed, broadly diversified portfolios are both strategically, and tactically allocated. We have a team of money managers and economists who set our baseline portfolios, then continue to monitor the investment world for opportunities to add to, or remove from, our baseline allocation. If you like to be involved with your investments on a daily basis, you may be able to produce similar results on your own. But, if you want your money to work for you, and not the other way around, we'd be glad to help!

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