Ellevest
Assets Under Management
$2.1B
Number of Clients
79,645
Number of Advisors
15
Average Client AUM
$27K
AUM per Advisor
$141.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Ellevest offers discretionary investment advisory management services through its Ellevest Membership program, which includes access to financial planning services at a discounted fee and educational content. They also offer Wealth Management services to high-net-worth individuals. Ellevest uses algorithms to manage digital accounts and offers impact and core portfolios.
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
Location
228 Park Ave S, Pmb 94934, New York, NY, 10003