Nikita Shah is a registered investment advisor at Sofi Wealth LLC, based in San Francisco, CA, with 8 years of industry experience. Nikita 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
234 1st Street, San Francisco, CA, 94105
Get directionsHistory
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
Scottrade Investment Management
Scottrade, INC.Broker
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.