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Review of SoFi Robo-Advisor / Automated Investor: Is It the Right Fit for You?

SoFi Robo-Advisor Review: Is It the Right Fit for You? In this video, I’m diving deep into SoFi’s Robo-Advisor, reviewing its features, pros, and cons after onboarding and exploring the product. With a focus on U.S. equities and strategic market weighting, SoFi’s Robo-Advisor offers a solid option for quick setup, but you might sacrifice on fees. CORRECTION: The effective ETF management fees for SoFi's Robo Advisor is 0.12% (about 2x an equivalent Vanguard Portfolio). The formula in the video showed an unweighted average of the fees. Still expensive by comparison, but not quite as bad. I'll be evaluating SoFi's robo-advisor based on the following criteria: ✅ Ease of Set-Up and Use ✅ Asset Allocation ✅ ETF / Securities Selection ✅ Advisory and Management Fees ✅ Rebalancing Chapters 0:00 Introduction SoFi Robo-Advisor 00:40 Criteria 1:14 Set-Up and Ease of Use 2:04 User Interface 6:09 Asset Allocation 6:58 ETF Selection 12:03 Advisory and Management Fees 14:46 Rebalancing 15:19 Evaluation 15:59 Small Caveat 16:39 Final Thoughts Reminder that you can achieve a simple, cost-effective Asset Allocation: US Equities (VTI) = 40% International Developed Equities (VEU) = 25% Emerging Market Equities (VWO) = 20% Inflation Hedge / Energy and Commodities (VDE) = 10% Deflation Hedge / Bonds (VGLT) = 5% Schwab Intelligent Advisor Review:    • Review of Schwab's Intelligent Portfo...   Vanguard Digital Advisor Review:    • Review of Vanguard's Digital Advisor ...   Asset Allocation Video:    • Understanding Asset Classes in Your I...   Diversification Video:    • How To Diversify Your Portfolio   Disclaimer: This video is for informational purposes only and should not be construed as financial advice. It's important to conduct thorough research or consult with a qualified financial advisor before making any investment decisions. The information provided in this video does not guarantee any specific financial outcomes. Past performance is not indicative of future results.