Ellevest provides investment management and financial planning services, tailored to women's needs. They offer Private Wealth Management for high-net-worth individuals and Personal Wealth Management for individual investors. Ellevest focuses on managing assets while minimizing fees, taxes, and investment risk through diversification. They also offer Comprehensive Financial Planning services with a financial planner.
Assets Under Management$1B
Clients342
Advisors13
Avg. per Client$3M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $75.0M | 0.50% |
| $75.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Ellevest reserves the right to negotiate different fees for certain clients. Ethic, a sub-adviser, charges up to 0.30% per year. AllianceBernstein, a sub-adviser, charges 0.23% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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