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Rating
7.5
Commission & Fees
8
Customer Service
8.5
Ease of Use
7
Tools & Resources
6
Investment Options
8
Asset Allocation
7.5
Suitable for:
  • Novice investor
  • Intermediate investors
  • Goal-based investing
  • Low barriers
Short description:

Ellevest is focused on providing robo consultants and investment services for women. The program analyzes the needs of a particular woman and offers the appropriate set of services. Robo consultant takes into account the specific needs of users, according to a special algorithm. Should women use Ellevest or find an alternative? The decision is in their hands.

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All characteristics

GENERAL CHARACTERISTICS
MINIMUM ACCOUNT $0
Management fee 0.25%/year
ADDITIONAL INFORMATION ABOUT MANAGEMENT FEE 0.25%/year ($0); Premium - 0.50%/year ($50k+)
ASSETS UNDER MANAGEMENT > $91 Mln
NUMBER OF USERS > 12371
AVERAGE ACCOUNT SIZE $7340
YEAR FOUNDED 2016
PROMOTIONS Get up to $750 Cash Back
SERVICES
HUMAN ADVISORS
ADDITIONAL INFORMATION ABOUT HUMAN ADVISORS human assisted
PORTFOLIO REBALANCING
AUTOMATIC DEPOSITS
Access platforms Website
TWO-FACTOR AUTHENTICATION
CUSTOMER SERVICE Phone; Email
CLEARING AGENCY Folio
ADDITIONAL INFORMATION
NO INFORMATION
ACCOUNT AVAILABLE
Taxable Traditional IRA SEP IRA
Solo 401(k) Partnerships Coverdell
Savings Joint Rollover IRA
SIMPLE IRA Trusts Non-Profit
Annuities Money Market Roth IRA
Custodial 401(k) Limited Parternships
529 Checking CDs
FEATURES
FRACTIONAL SHARES
401(K) GUIDANCE
TAX LOSS HARVESTING
ADDITIONAL INFORMATION ABOUT TAX LOSS HARVESTING
RETIREMENT PLANNING TOOLS
SELF CLEARING
SMART BETA
SOCIALLY RESPONSIBLE INVESTING
INVESTS IN COMMODITIES
INVESTS IN REAL ESTATE
SUMMARY
SUMMARY

`For Woman

REVIEWS

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