ROBO ADVISOR RANKING

Best Taxable Portfolios
Conservative
05

SoFi Wealth - Conservative Portfolio

Minimum Amount: $100

Management Fee: 0%

Sofi

SoFi’s conservative portfolio ranked the highest in our composite scoring of conservative portfolios. The underlying ETFs chosen by the portfolio posted a 10.61% return within the “Review Period”. Adding up both ETF level fees and the management fee charged by SoFi yields a total cost to invest in the portfolio of 0.22%. Again, SoFi’s access to financial advisers boosted it in our rankings.

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Suggested Use: For investors who want access to a human advisor or who may use SoFi for other financial services.

1 year return Total cost Minimum deposit Tax services Auto deposits Human adviser Fractional Shares Automatic Dividend Reinvesting Automatic Rebalancing SRI Strategy
1
10.61% 0.22% $100 Access to series 65 licensed adviser
2
1.62% 0.42% $0 Tax loss harvesting
3
1.37% 0.38% $0 Tax loss harvesting
4
1.62% 0.57% $100,000 Tax loss harvesting Access to CFP
5
0.79% 0.39% $0 Tax loss harvesting