Assets Under Management
$2.1B
Number of Clients
79,645
Number of Advisors
15
Average Client AUM
$27K
AUM per Advisor
$141.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Ellevest offers discretionary investment advisory management services through its Ellevest Membership program. Clients provide financial information and goals, and Ellevest offers tailored portfolio recommendations. Financial planning services are available for an additional fee. Ellevest also offers Wealth Management services to high-net-worth individuals.
228 Park Ave S, Pmb 94934, New York, NY, 10003