Jorge Neto is a registered investment advisor at Sofi Wealth LLC, based in San Francisco, CA, with 7 years of industry experience. Jorge 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
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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
Jorge is a board member of the Maine Chess Association, a non-profit organization. He dedicates minimal time to this activity, attending quarterly meetings to give opinions and vote on matters.
Employment History
Current Registrations
Sofi Wealth LLC
Sofi Securities LLC
Sofi Securities LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
E*trade Securities LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations51 states
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