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
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
We are excited to hear from you and want to you love your time at Investormint. Please keep our family friendly website squeaky clean so all our readers can enjoy their experiences here by adhering to our posting guidelines. Never reveal any personal or private information, especially relating to financial matters, bank, brokerage, and credit card accounts and so forth as well as personal or cell phone numbers. Please note that comments below are not monitored by representatives of financial institutions affiliated with the reviewed products unless otherwise explicitly stated.

Leave a Reply

Your email address will not be published. Required fields are marked *