Michael Alexandre is a registered investment advisor at Sofi Wealth LLC, based in Jacksonville, FL, with 39 years of industry experience. Michael 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
5335 Gate Pkwy, 5th Floor, Jacksonville, FL, 32256
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 LLCBroker
Previous Registrations
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Scottrade Investment Management
Scottrade, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Drexel Hamilton, LLCBroker
Multi-Bank Securities, INC.Broker
Cu Investment Solutions LLCBroker
Oppenheimer & CO. INC.Broker
Carolina Capital Markets, INC.Broker
Spear, Leeds & Kellogg, L.P.Broker
First Income Securities NetworkBroker
Investors Security Company, INC.Broker
Investacorp, INC.Broker
Moors & Cabot, INC.Broker
North American Investment CORP.Broker
Fs Securities, INC.Broker
Investors Security Company, INC.Broker
Paine, Webber, Jackson & Curtis INC.Broker
Paine, Webber, Jackson & Curtis IncorporatedBroker
Blyth Eastman Dillon & CO. IncorporatedBroker
State Registrations51 states
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.