What is the Wrap Fee Program that I read about in the Ellevest Digital/Premium client agreement documents?

The Ellevest Wrap Fee Program (the “Program”), is a discretionary investment advisory service sponsored by Ellevest Digital/Premium. The Program provides personalized investment plans and portfolios tailored to the unique needs of women. Ellevest’s investment advice is limited to the Program. 

For more information about Ellevest, a Securities and Exchange Commission (SEC) registered investment adviser and its financial advisory services, please visit the firm’s website (www.ellevest.com) or the SEC’s Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

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