Candice Gilman is a registered investment advisor at Sofi Wealth LLC, based in Claymont, DE, with 18 years of industry experience. Candice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 265,019 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
650 Naamans Rd, Suite 300, Claymont, DE, 19703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Candice is the Chief Compliance Officer with SoFi Wealth LLC, responsible for compliance oversight. This is a full-time position during trading hours.
Employment History
Current Registrations
Sofi Wealth LLC
Sofi Securities LLCBroker
Previous Registrations
Coastal Investment Advisors
Coastal Equities, INC.Broker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Micg Investment Management
Micg Investment Management, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.