Personal Capital vs Ellevest

 
ReviewPersonal Capital ReviewEllevest Review
Overall Rating
Management Fees Annually0.49% - 0.89% Emergency Funds: 0.0%. Digital: 0.25%, Premium: 0.50%, Private Wealth Management: 0.90%
Fund Fees0.09%0.06% --> 0.16%
Account TypesTaxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, JointTaxable, Traditional IRA, Roth IRA, 401(k), 403(b)
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 Minimum$100,000Digital: $0, Premium: $50,000, Private Wealth Management: $1,000,000
Fractional Shares
Retirement Planning Tools
Support Real Estate Investments
Investment MethodBased on risk toleranceBased on capacity for risk
Portfolio holdingsETFs & Individual SecuritiesETFs, Mutual Funds, Individual Debt Instruments, Individual Equities, Closed-end Funds, Partnerships, Private & Illiquid Investments
TechnologyWeb-based, iOS & Android, iWatchWeb-based, iOS & Android
Gender FocusMale & FemalePrimarily Female
SecurityDevice authorizationTwo-factor authentication, 256-bit SSL
Customer Service Phone, EmailPhone, Email
User ExperienceExcellentVery Good
PromotionsFree Mobile Budgeting AppN/A
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