Ellevest vs Personal Capital

 
ReviewEllevest ReviewPersonal Capital Review
Overall Rating
Management Fees AnnuallyEmergency Funds: 0.0%
Digital: 0.25%
Premium: 0.50%
Private Wealth Management: 0.90%
0.49% - 0.89%
Fund Fees0.06% → 0.16%0.09%
Account TypesTaxable, Traditional IRA, Roth IRA, 401(k), 403(b)Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint
529 Guidance
Chartered Financial ProfessionalsDedicated Financial Advisors
Automatic Tax Loss Harvesting
Tax Coordinated Strategy
Tax Minimization MethodN/A
Automatic Portfolio Rebalancing
Private Wealth Management
Socially Responsible/Values Based Investing
Supports Charitable Donations
Account MinimumDigital: $0
Premium: $50,000
Private Wealth Management: $1,000,000
$100,000
Fractional Shares
Retirement Planning Tools
Support Real Estate Investments
Investment MethodBased on capacity for riskBased on risk tolerance
Portfolio holdingsETFs, Mutual Funds, Individual Debt Instruments, Individual Equities, Closed-end Funds, Partnerships, Private & Illiquid InvestmentsETFs & Individual Securities
TechnologyWeb-based, iOS & AndroidWeb-based, iOS & Android, iWatch
Gender FocusPrimarily FemaleMale & Female
SecurityTwo-factor authentication, 256-bit SSLDevice authorization
Customer Service Phone, EmailPhone, Email
User ExperienceVery GoodExcellent
PromotionsN/AFree Mobile Budgeting App
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