Ellevest

Share your experiences with Ellevest

Tell us what you like and dislike about Ellevest. Help others make more informed decisions based on your insights.
K

Katherine F ๐Ÿ‘

Pros

I can track progress easily towards my goals, I know if I'm on target, and transferring money is simple.

Cons

At first the fees were higher (.5%), but after the first year they dropped it to .25%!
N

Norma H ๐Ÿ‘

Pros

Relevant emails that help me understand my performance and that gives me tips/tricks that are helpful to me.
Community of other users who can share advice/help with other users who partake in the platform.
Helpful, quick customer service representatives that can answer questions about my balance and my performance.
Easy to understand platform thatโ€™s specific to my goals, income availability and career projections.

Cons

UI of the website and app could be improved. Although itโ€™s easy to understand how much money I have, the breakdown of performance and projections is harder to understand and visualize.
A

Amber A ๐Ÿ‘

Pros

Goal-focused, easy to understand UI, "set it and forget it" or get more involved.

Cons

I'd like to learn more along the way, maybe with content that teaches women more about investing without all the jargon.

Important Info:

Fees
0.25% per year
Fund Costs
0.06% - 0.23%
Minimum Deposit
$0

Ellevest

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Ellevest is an investment advisor on a mission to close the gender-investing gap. As a fiduciary, Ellevest puts your best interests first in order to help you invest your money to reach your financial goals.

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