- 0.25%$25/year for a $10K account
Percent of Assets Under Management
Personalized investment portfolios
No-penalty withdrawals from Ellevest
Ellevest Tax Minimization Methodology (TMM)
Unlimited support from the Ellevest Concierge Team, including financial professionals
*Minimum balance includes 401(k) rollovers and IRA transfers.
**The Annual fee does not include the underlying fees charged by the ETF funds in your Ellevest Digital or Premium portfolio. These fund fees can range from 0.06% to 0.16% per year. Ellevest charges no fees for clients’ emergency funds.