Why we like it
This advisor markets itself to women and takes a goal-focused approach that factors in women’s lower incomes, lifetime earnings and longer lifespans. With its $0 account minimum, competitive advisory fees (ranging from 0.25% - 0.5% of assets) and unlimited access to financial advisors (Premium clients can talk to CFPs), Ellevest is an appealing choice for investors of any gender.
Low account minimum and fees.
Goal-focused investing approach.
Portfolio mix that factors women’s needs.
Few accounts supported.
No tax-loss harvesting.