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  • $0

    Minimum balance*

  • 0.25%$25/year for a $10K account

    Annual Fee**
    Percent of Assets Under Management

  • Personalized investment portfolios

  • Automatic deposits

  • No-penalty withdrawals from Ellevest

  • Automatic rebalancing

  • Ellevest Tax Minimization Methodology (TMM)

  • Unlimited support from the Ellevest Concierge Team, including financial professionals

  • Option to invest in Ellevest Impact Portfolios

*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.