Ellevest

DBA: Ellevest, Inc.

228 PARK AVE S, New York, New York 10003

SEC CRD#175476

Last ADV filed: 01/05/2026

Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee0.30%of assets under management

Flat Fee$129 annuallyper year

Account Minimum$250,000to open an account

Detailed Fee Schedule

advisory fees for managing client assets allocated. Such fees will not exceed 0.30% per annum. The Management fee assessed for each Client will be based on the Adviser Aggregate Value (defined below) unless an individual Client’s Client Account Value (defined below) provides for a lower Manag

Source: Form ADV Part 2 Brochure

Compensation methods:

Percentage of AUMFixed fees

Compensation Transparency

Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.