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Ellevest is an automated platform that provides personalized investment plans for women. The company also provides goal based risk budgeting, trade-off tools and customized portfolio construction for its clients, and invests across ETFs.
Female focused robo-advisory platform for personalized portfolios
The company charges .2% fee for ETF funds and other service charges which range from (.15% to .8%). Ellevest clients pay a single fee for brokerage, custodial, investment advisory and other related services. This fee is 50 basis points (0.50%) per year.
Retail Women Investors
$66.67 M in 2016
Currently the company has $136,185 in assets under management across 40 accounts.(Sep 2016)
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