Ellevest
Find your plan

Simple, flexible pricing.

Ellevest Digital
Ellevest Premium
Private Wealth

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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We’ve got your back.

Unlimited access to our Concierge Team to answer questions, get you organized, and guide you with your Ellevest accounts.

TRANSFERRING TO ELLEVEST

“I want to move an account over. Tell me that’s easy.”

GETTING STARTED

“I’m brand-new to investing. What do I need to know?”

ROLLOVERS

“What am I supposed to do with my old 401(k)?”

TRANSFERRING TO ELLEVEST

“I want to move an account over. Tell me that’s easy.”

GETTING STARTED

“I’m brand-new to investing. What do I need to know?”

ROLLOVERS

“What am I supposed to do with my old 401(k)?”

The breakdown

Ellevest Digital
Ellevest Premium

Minimum balance*

$0
$50,000

Annual fee**

Percent of assets under management.

0.25%
0.50%

Personalized investment portfolios

Option to invest in Ellevest Impact Portfolios

Automatic deposits

No-penalty withdrawals from Ellevest

Automatic rebalancing

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.

Make Future You happy.

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