Elizabeth Thomas is a CFA-designated registered investment advisor at Sofi Wealth LLC, based in New York, NY, with 14 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 254,020 clients with $2B 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% |
Fee is charged at a flat annual rate of 0.25% on invested balances and is non-negotiable.
Fee Estimator
Location
860 Washington St, 2nd Floor, New York, NY, 10014
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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 →Employment History
Current Registrations
Sofi Wealth LLC
Sofi Securities LLC
Sofi Securities LLCBroker
Previous Registrations
Bny Mellon Securities Corporation
Bny Mellon Securities CorporationBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
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.
Exams
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