Ellevest’s fees* for Account assets directly allocated to Ellevest
are as follows:
• 100 basis points (1.00%) per year for clients with aggregate account balances
up to $2 million ($2,000 per quarter minimum);
• 95 basis points (0.95%) per year for clients with aggregate account balances
between $2 million and up to $3 million;
• 90 basis points (0.90%) per year for clients with aggregate account balances
between $3 million and up to $5 million;
• 80 basis points (0.80%) per year for clients with aggregate account balances
between $5 million and up to $7 million;
• 70 basis points (0.70%) per year for clients with aggregate account balances
between $7 million and up to $10 million;
• 65 basis points (0.65%) per year for clients with aggregate account balances
between $10 million and $15 million;
• 60 basis points (0.60%) per year for clients with aggregate account balances
between $15 million and up to $25 million;
• 55 basis points (0.55%) per year for clients with aggregate account balances
in excess of $25 million
*Effective 11/1/2022. The annual advisory fee that you will pay to Ellevest is based on your average daily account assets and determined on the last business day of the quarter. In addition to Ellevest's investment advisory fees, you will incur additional transactional and custodial fees. Please ask your financial advisor for additional information about fees.
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