Ellevest vs Personal Capital

by George Windsor Updated: January 8, 2018 Robo-Advisor


Review	Ellevest Review	Personal Capital Review
Overall Rating	1 2 3 4 5	1 2 3 4 5
Management Fees Annually	Emergency Funds: 0.0% Digital: 0.25% Premium: 0.50% Private Wealth Management: 0.90%	0.49% - 0.89%
Fund Fees	0.06% → 0.16%	0.09%
Account Types	Taxable, Traditional IRA, Roth IRA, 401(k), 403(b)	Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint
529 Guidance	❌	✅
Chartered Financial Professionals	✅	Dedicated Financial Advisors
Automatic Tax Loss Harvesting	❌	✅
Tax Coordinated Strategy	✅	✅
Tax Minimization Method	✅	N/A
Automatic Portfolio Rebalancing	✅	✅
Private Wealth Management	✅	❌
Socially Responsible/Values Based Investing	✅	✅
Supports Charitable Donations	❌	❌
Account Minimum	Digital: $0 Premium: $50,000 Private Wealth Management: $1,000,000	$100,000
Fractional Shares	❌	❌
Retirement Planning Tools	✅	✅
Support Real Estate Investments	❌	❌
Investment Method	Based on capacity for risk	Based on risk tolerance
Portfolio holdings	ETFs, Mutual Funds, Individual Debt Instruments, Individual Equities, Closed-end Funds, Partnerships, Private & Illiquid Investments	ETFs & Individual Securities
Technology	Web-based, iOS & Android	Web-based, iOS & Android, iWatch
Gender Focus	Primarily Female	Male & Female
Security	Two-factor authentication, 256-bit SSL	Device authorization
Customer Service	Phone, Email	Phone, Email
User Experience	Very Good	Excellent
Promotions	N/A	Free Mobile Budgeting App

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