| 
| |
| Review | Ellevest Review | Wealthfront Review |
| Overall Rating | ||
| Management Fees Annually | Emergency 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 Fees | 0.06% → 0.16% | 0.12% |
| Account Types | Taxable, Traditional IRA, Roth IRA, 401(k), 403(b) | Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint, 529 |
| 529 Guidance | ❌ | ✅ |
| Chartered Financial Professionals | ✅ | No Human Advice |
| 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 | $500 |
| 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 |
| Gender Focus | Primarily Female | Male & Female |
| Security | Two-factor authentication, 256-bit SSL | Two-factor authentication, 256-bit SSL |
| Customer Service | Phone, Email | Phone, Email |
| User Experience | Very Good | Very Good |
| Promotions | N/A | First $10k Managed Free |
Discover the top 3 hidden AI stocks that could hand you profits of 874% of more!
ChatGPT is the fastest growing app EVER – hitting 100 million users!
Jeff Bezos… Bill Gates… and Elon Musk are betting billions on this "game changing" technology. And you can get in on the ground floor.
Click here to download it for free – with no strings attached.
