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Ellevest

Updated today

Total assets under management

$1,012,582,923

Total clients

336

71% high-net worth

Total advisors

13

of 22 employees

Firm size

Multi Team

Average clients per advisor

26

Average account size

$3,013,640

About

Ellevest serves individual investors and institutional accounts with discretionary portfolio management and financial planning, articulating a mission to help women close the gender investment gap. Its advisory offerings include private and personal wealth management, sub‑advisory arrangements, donor‑advised fund oversight through Schwab Charitable, and public educational workshops.

The firm follows a goal‑based, strategic asset‑allocation approach focused on diversification rather than market timing or concentrated active bets, selecting from ETFs, mutual funds, individual securities and, for qualified clients, alternative investments. Ellevest provides ongoing discretionary management with periodic rebalancing, tax‑aware techniques for select taxable accounts, and one‑on‑one comprehensive financial planning delivered by its planners over a defined engagement term.

Noteworthy differences from many peers include an explicit values‑aligned/impact investing capability and the use of a sustainability‑focused sub‑adviser (with delegated proxy‑voting for assets it manages). Ellevest also routinely participates in Schwab programs—managing donor‑advised funds and supporting pledged‑asset lending arrangements—and discloses standing letters of authorization that result in custody status while complying with the safe‑harbor conditions.

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

Comprehensive Financial Planning fee is a fixed annual amount of $3,600.

Percentage

$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)

Other

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.

Main office location

Ellevest

228 Park Ave S, Pmb 94934

New York NY 10003, United States

Number of offices

13

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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