Ellevest is an investment advisor. As a fiduciary, we put your best interests first in order to help you invest your money to reach your financial goals.
We have three service options you can choose from:
- Ellevest Digital, an online investment platform with no minimum balance and an annual advisory fee of 0.25% of the assets you hold with us. (Note: Ellevest doesn’t charge a fee for Emergency Funds.)
- Ellevest Premium, an online investment platform with a $50,000 minimum balance and an annual advisory fee of 0.50% of the assets you hold with us. Ellevest Premium includes access to our CERTIFIED FINANCIAL PLANNER™ Professionals and Executive Coaches.
Ellevest Private Wealth Management, an investment service available to clients with at least $1 million in investable assets.
The investment algorithm included with Ellevest Digital and Premium uses your earnings power, savings, age, education level, and gender to create a personalized investing plan to help you reach your money goals. Once you make a deposit, we’ll do the investing for you.
Ellevest Private Wealth Management is a full-service wealth advisory team led by advisors who take the time to learn about our Private Wealth clients’ real lives. We work closely with you to develop and implement an investment plan that supports your financial goals — we can personalize your investment portfolio to align with your values, including investing in women. Our Private Wealth clients work one-on-one with a dedicated financial advisor who’s backed by our investment and client service associates.