Overall

4.5 NerdWallet rating
Account minimum
$0.
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.