Katherine
Sojo-Trujillo
Evensky & Katz/Foldes Wealth Management
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About this Advisor
Katherine Sojo-Trujillo is a certified financial planner operating in Miami, Florida with 8 years of industry experience. Sojo-Trujillo works at Evensky & Katz/Foldes Wealth Management. During their career, the advisor has held roles at Evensky & Katz LLC, Foldes Financial Management LLC and Evensky & Katz/Foldes Financial. Sojo-Trujillo holds a Series 65 license, designating them as an investment advisor representative, and is able to operate in Florida. Evensky & Katz/Foldes Wealth Management is a financial advisory company that has its headquarters in Miami, FL. The company has offices in two locations and a total of 38 financial advisors. It controls $3 billion in assets under management between its 5,063 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 5,063 accounts, 50% are associated with high-net-worth investors who have more than $1 million in assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types charged by Evensky & Katz/Foldes Wealth Management likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Evensky & Katz/Foldes Wealth Management Brokerage Details
$2,640,714,946
38
5,063
$521,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Katherine Sojo-Trujillo Work History
Katherine has been registered as a financial advisor for 8 years.*
Evensky & Katz/Foldes Financial
Evensky & Katz LLC
Foldes Financial Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Katherine Sojo-Trujillo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Evensky & Katz/Foldes Wealth Management
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Lubbock, TX
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
