Sophois Sokhom
Sophois Sokhom is a CFP-designated registered investment advisor at Accelerate Retirement, based in Aliso Viejo, CA, with 15 years of industry experience. Sophois operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 916 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Accelerate Investment Advisors manages investment portfolios for clients, charging a fee based on the value of the assets in the account. The maximum annual fee is 1.50%, but fees are negotiated on a per-client basis. There is a minimum account balance of $25,000, though exceptions may apply to employees and relatives of Accelerate or existing clients. Fees are collected quarterly in arrears and are automatically deducted from the client's account.
Location
120 Vantis Dr., Suite 330, Aliso Viejo, CA, 92656
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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 ActivitiesSells Insurance
Sophois owns a coffee shop called Daily Perks since 2022, dedicating about a quarter of their time to hiring, marketing, and inventory management. Sophois is also a licensed insurance agent, recommending insurance products on a commission basis, which takes minimal time.
Employment History
Current Registrations
Accelerate Retirement
Previous Registrations
Kestra Investment Services, LLCBroker
NFP Retirement INC.
Triad Advisors LLCBroker
Resources Investment Advisors
Independent Financial Partners
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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