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Joseph Cowper
7 Years of Experience
San Francisco, CA
1 DisclosureBroker
Joseph Cowper is a registered investment advisor at Sofi Wealth LLC, based in San Francisco, CA, with 7 years of industry experience. Joseph 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
Fee-Only (% of Portfolio)
Firm Size
112 advisors
Number of Clients
265,019 clients
Average Client Portfolio
$6K average
Assets Under Management
$1.5B
Fee Structure
Minimum Investment:None
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
234 1st Street, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2024Settled
Employment History
Current Registrations
Sofi Wealth LLC
April 2021 - Present · 5 yrs 3 mos
Sofi Securities LLCBroker
April 2021 - Present · 5 yrs 3 mos
Previous Registrations
Morgan Stanley
October 2020 - December 2020 · 2 mos
Morgan StanleyBroker
March 2020 - December 2020 · 9 mos
E*trade Securities LLCBroker
September 2018 - January 2020 · 1 yr 4 mos
State Registrations51 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.