Ellevest vs Wealthfront

 
ReviewEllevest ReviewWealthfront Review
Overall Rating
Management Fees AnnuallyEmergency Funds: 0.0%
Digital: 0.25%
Premium: 0.50%
Private Wealth Management: 0.90%
0.0% up to $10,000
0.25% above $10,000
Fund Fees0.06% → 0.16%0.12%
Account TypesTaxable, Traditional IRA, Roth IRA, 401(k), 403(b)Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint, 529
529 Guidance
Chartered Financial ProfessionalsNo Human Advice
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
$500
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
Gender FocusPrimarily FemaleMale & Female
SecurityTwo-factor authentication, 256-bit SSLTwo-factor authentication, 256-bit SSL
Customer ServicePhone, EmailPhone, Email
User ExperienceVery GoodVery Good
PromotionsN/AFirst $10k Managed Free
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