name: Ellevest Plans and Pricing
description: >-
  Ellevest offers wealth management and financial planning services with
  fee structures based on assets under management (AUM) for investment
  management clients, and flat-fee packages for standalone financial
  planning engagements. Following the February 2025 transfer of automated
  investing accounts to Betterment, Ellevest focuses exclusively on
  high-net-worth wealth management and financial planning services.
url: https://www.ellevest.com/wealth-management
plans:
  - name: Wealth Management
    description: >-
      Full-service wealth management for individuals, families, and
      institutions. Includes personalized portfolio management, dedicated
      advisor team, retirement and estate planning, tax strategy
      coordination, annual reviews, and access to alternative investments.
      Requires a minimum of $500,000 in investable assets. Assets are
      custodied at Charles Schwab & Co.
    minimum: 500000
    minimumCurrency: USD
    minimumLabel: Minimum Investment
    fees:
      - tier: Under $1,000,000
        rate: 1.25%
        basis: AUM annually
      - tier: $1,000,000 - $5,000,000
        rate: Declining tiered rate
        basis: AUM annually
      - tier: $5,000,000 - $100,000,000+
        rate: 0.35%
        basis: AUM annually
    features:
      - Personalized investment portfolio (stocks, bonds, ETFs, mutual funds)
      - Alternative investments (private non-traded funds, hedge funds)
      - Impact investing options (climate, affordable housing, healthcare)
      - Dedicated all-women advisor team
      - Annual financial review
      - Retirement and estate planning
      - Tax strategy coordination
      - Cash flow and budget analysis
      - In-person, video, phone, and email access to advisors
    url: https://www.ellevest.com/wealth-management

  - name: Financial Planning
    description: >-
      Standalone financial planning engagements available as flat-fee
      packages. Suitable for clients who want expert guidance without
      discretionary investment management. Packages vary in scope and
      number of advisor sessions.
    fees:
      - tier: Entry-level package
        rate: '$500'
        basis: flat fee
      - tier: Comprehensive package
        rate: '$3,600+'
        basis: flat fee per year
      - tier: Full package with unlimited access
        rate: '$4,000+'
        basis: flat fee
    features:
      - One or more 1:1 advisor sessions
      - Written financial plan
      - Retirement planning analysis
      - Estate planning guidance
      - Tax strategy review
      - Equity compensation guidance
      - Divorce financial planning
      - Inheritance planning
    url: https://www.ellevest.com/financial-planning