Sootchy Securities, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Avg. Portfolio per Client
N/A
Avg. Managed per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Sootchy Securities offers college savings advisory services through a web-based platform and mobile application. They provide non-discretionary investment advice tailored to your college savings needs, based on information you submit via an investment questionnaire. The app recommends target date funds within 529 plans. Sootchy Securities does not verify the accuracy of the information you provide and relies on you to make investment changes directly with the 529 Plan.
Fee Structure
Sootchy Securities does not charge a fee for their advice. They recommend investments in 529 plans, which may include mutual funds and exchange-traded funds. These funds have their own fees and expenses. Sootchy Securities also charges a transaction fee if you receive gift contributions from friends and family, which are processed through an affiliated company, Sootchy, Inc.
Areas of Practice
Location
DE, United States