|Account management fee||0.25%: Ellevest Digital.
0.50%: Ellevest Premium.
|Investment expense ratios||Core portfolio: 0.06% - 0.16%.
Impact Portfolios: 0.18% - 0.25%.
|Account fees ||$0 annual, transfer fees; $30 wire transfer out fee (charged by Folio).|
|Portfolio mix||21 asset classes covered.
Core Portfolios draw from 25 ETFs and mutual funds.
Impact Portfolios draw from 24.
Some customization allowed.
|Accounts supported||Taxable personal, IRAs (traditional, Roth and SEP).|
|Tax strategy||Tax-optimized asset location, rebalancing and withdrawal sequencing.|
|Automatic rebalancing||Free on an as-needed basis.|
|Human advisor option||Ellevest Premium clients have access to a certified financial planner and executive career coach.|
|Tools||Tools to show trade-offs between investment choices.
Mobile app offers same functionality as web.
|Customer support options (includes website transparency)||Email; phone, text chat, Facebook Messenger Monday-Friday 9 a.m.-6 p.m. Eastern time.
CFPs and Career Coaches for Premium clients by appointment.
|Promotion||Up to $750 cash bonus with qualifying deposit.|