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SoFi

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Overview

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

No Fees
Management Fee
0% - 0.25%
Minimum Account
$100

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