Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ellevest charges a single Membership Fee of $12 per month or $129 annually. This fee includes access to the Ellevest Digital Program (inclusive of brokerage and custody services), discounted fees for financial planning services, and access to a "members only" content and education area. Financial planning services are offered for an additional fee, discounted for Membership Service Program Clients. Legacy users pay different fees in accordance with previously agreed upon terms.
Areas of Practice
Advisor Information
Office location
San Francisco, CA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sylvia is the co-founder and Chief Investment Officer of SimplySmart Asset Management, Inc. Her duties at SimplySmart include business and portfolio management, and she spends about half her time between SimplySmart and Ellevest.