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Ellevest Wealth Management
from Ellevest
SEC-registered investment advisory services providing personalized portfolio management and comprehensive financial planning. Includes portfolio management, tax optimization, values-aligned (ESG-focused) investing, and goal-based financial strategy. Designed for women and families with account minimums starting at $500,000 for Personal Wealth Management and $1,000,000 for Private Wealth Management. Advisory fees range from 0.35% to 1.25% annually depending on account size.
Category:
Financial Planning Software
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
Ellevest Wealth Management
Publicly available data, summarised using AI.
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