What fees or taxes are associated with transferring funds to Ellevest Private Wealth Management?

We will transfer your current securities in kind when possible to avoid having to sell and potentially realize capital gains and/or losses. Once your funds are here, we will work with you to try to develop a transition plan that fits within your capital gains budget. There are no Ellevest fees associated with transferring your funds to Ellevest, but your current provider may charge you fees.