Investment Review Package
Ellevest’s app is designed to make investing for your goals easy. But if you’re managing a portfolio outside the Ellevest app, we can still help. In this set of two 1:1 sessions, your advisor can review the investment accounts you can’t or don’t yet hold at Ellevest through the lens of our gender-based investing philosophy, analyze your overall portfolio, and help you better align it with your goals. You’ll walk away with an asset-by-asset report outlining your advisor’s recommendations and step-by-step guidance how to implement them.
This session is designed for those with between $100K and $900K in assets invested outside of Ellevest. Example topics include assessing the fees you’re currently paying; choosing funds and securities in employer-based retirement plans; and/or directing investments in account types Ellevest doesn’t offer, like 529 plans or trust accounts. (If that doesn’t sound like you, our money coaches may still be able to help. Check out our 1:1 Retirement Checkup or Unlimited Access to a CFP® Pro, too.)
Note: This session is designed for US residents only. Ellevest cannot provide tax or legal advice.
Go ahead, invest in yourself: Ellevest Executive members: $997.50, Plus members: $1,396.50, Essential members: $1,596, Non-members: $1,995