What are the fees for Wealth Management?

• 125 basis points (1.25%) per year for clients with aggregate account balances up to $1 million 
• 100 basis points (1.00%) per year for clients with aggregate account balances between $1 million and up to $2 million 
• 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 up to $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

*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 each 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.