Ankur Patel
Advisor at Ellevest
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Ellevest
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Ankur Patel is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Ellevest since 2019. His prior experience includes roles at Lenox Wealth Advisors, MML Investors Services, MassMutual Life Insurance, and Credit Suisse Securities. Ellevest provides portfolio management and financial planning services to individual and institutional clients, emphasizing a goal-based, diversified investment approach. The firm is notable for its focus on helping women close the gender investment gap and incorporates values-aligned and sustainability-focused strategies.
Comprehensive Financial Planning fee is a fixed annual amount of $3,600.
$500,000 - $1,000,000: 1.25% annually (125 basis points) $1,000,001 - $2,000,000: 1.00% annually (100 basis points) $2,000,001 - $3,000,000: 0.95% annually (95 basis points) $3,000,001 - $5,000,000: 0.90% annually (90 basis points) $5,000,001 - $7,000,000: 0.80% annually (80 basis points) $7,000,001 - $10,000,000: 0.70% annually (70 basis points) $10,000,001 - $15,000,000: 0.65% annually (65 basis points) $15,000,001 - $25,000,000: 0.60% annually (60 basis points) $25,000,001 - $50,000,000: 0.55% annually (55 basis points) $50,000,001 - $75,000,000: 0.50% annually (50 basis points) $75,000,001 - $100,000,000: 0.40% annually (40 basis points) $100,000,001+: 0.35% annually (35 basis points)
Account minimum: $500,000 minimum for Personal Wealth Management services; $1,000,000 minimum for Private Wealth Management services; $250,000 minimum for sub-advised accounts; no minimum for financial planning services. Fee-only: Comprehensive Financial Planning service at a fixed annual fee of $3,600.
Monroe, NJ
Ellevest, Inc.
2019 - Present (7 years)
Lenox Wealth Advisors
2018 - 2019 (1 year)
MML Investors Services
2016 - 2018 (2 years)
MassMutual Life Insurance Co / Lenox Advisors, Inc
2016 - 2018 (2 years)
Credit Suisse Securities (USA) LLC
2010 - 2016 (6 years)
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