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Simple, flexible pricing.
An easy online investing tool using algorithms tailored to your salary, gender, and lifespan (aka your real life). No minimum.
Annual fee: 0.25% of the total amount you invest.
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Unlimited access to our Concierge Team to answer questions, get you organized, and guide you with your Ellevest accounts.
Percent of assets under management.
Personalized investment portfolios
Option to invest in Ellevest Impact Portfolios
No-penalty withdrawals from Ellevest
Free emergency fund
Ellevest Tax Minimization Methodology
Unlimited support from the Ellevest Concierge Team, including financial professionals
1:1 access to our CERTIFIED FINANCIAL PLANNER® professionals for personalized guidance on finances & money growth strategies
1:1 access to our Executive Coaches for guidance on salary negotiations & career events
*Minimum balance includes 401(k) rollovers and IRA transfers.
**The annual fee does not include the underlying fees charged by the funds in your Ellevest Digital investment portfolio, which can range from 0.05% to 0.10% per year for Ellevest core portfolios and 0.13% to 0.19% for Ellevest Impact Portfolios. This range includes blended expense ratios for clients’ overall portfolios, not individual fund expense ratios. Ellevest charges no fees for clients’ emergency funds.