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SoFi Wealth Management offers a mix of robo-driven decisions and access to financial advisors. If you have a SoFi loan or have a balance under $10,000, the service is free. Otherwise, you'll pay 0.25% per year. The platform has a low $100 account minimum to get started.

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Feature Breakdown

Fee Based  
Monthly Fee $0
Annual Fee $0
Management Fee 0% - 0.25%
Account Transfer Fee $0
Account Termination Fee $0
Minimum Account $100
Software Managed  
Independent/Registered Investment Advisor  
Accounts Supported
  • Individual Non-retirement Accounts.
  • Joint Non-retirement Accounts.
  • Rollover IRA
  • Roth IRA
  • Traditional IRA
Tax Strategies
  • Daily Tax-loss Harvesting
Automatic Rebalancing  

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