CreditDonkey is a stock broker comparison and reviews website. This website is made possible through financial relationships with card issuers and some of the products and services mentioned on this site. Advertiser Disclosure†






Ellevest vs Vanguard Personal Advisor

Ellevest is a women-focused robo-advisor specifically tailored to women's life cycles and goals. How does it compare to Vanguard Personal Advisor? Read our comparison chart below.

Ellevest is a robo-advisor aimed to serve women's needs. It specially tailors portfolios for women's financial goals and life cycles. You get unlimited access to Ellevest's human financial advisors. Fees are low starting at 0.25% and there is no minimum balance for the basic account.

While Vanguard Personal Advisor offers automatic investing with personalized service for a low fee of 0.30%. An advisor will build a portfolio for you based on your goals and financial situation. The advisor will also regularly rebalance your portfolio to keep it on track. The minimum to open an account is $50,000.

Compare Ellevest with Vanguard Personal Advisor, side-by-side. Read on for an in-depth look, including ratings, reviews, pros and cons.

 

Ellevest

Vanguard Personal Advisor

 

Benefits and Features

Annual Fee0.25% for basic Digital account; 0.50% for Premium account
0.3%
Minimum Deposit
$50,000 for Premium account
$50,000
Phone Support
Yes - normal business hours
Yes
Live Chat Support
No
No
Email Support
Yes
Yes
Human Advisors
No
Yes
Robo Advisor
Assets Under Management
$67.6 Million
$100+ Billion
Tax Loss Harvesting
No
client-by-client basis
Goal Tracker
Yes
Yes
Automatic Deposits
Yes
Yes
Online Platform
Yes
Yes
iPhone App
No
Yes
Android App
No
Yes
Single Stock Diversification 
No
Fractional Shares
Yes
No
Taxable Accounts
Yes
Yes
401k Plans
No
No
IRA Accounts
Yes
Yes
Roth IRA Accounts
Yes
Yes
SEP IRA Accounts
No
Yes
Trust Accounts
No
Yes
529 Plans
No
Yes
 

CreditDonkey® Reviews

Annual Fee
Minimum Deposit
Human Advisors
Customer Service
Pros & ConsPros:
  • Focused on women's financial goals
  • No minimum investment
  • Ability to change investment plans
Cons:
  • Limited account options
  • No tax loss harvesting
  • Newcomer, stability TBD
Pros:
  • Professionally managed by human advisors
  • Low annual fee
  • Backed by prestigious brand
Cons:
  • High minimum investment
  • Extra transaction fees
  • No continuous tax loss harvesting
Bottom LineWomen-focused robo-advisor specifically tailored to women's life cycles and goals... Read full reviewHybrid robo and human advisor providing personalized advice for low fees, for investors with $50k to start... Read full review

Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details.

Ellevest: Pricing information from published website as of 06/14/2018

Vanguard Personal Advisor: Pricing information from published website as of 04/04/2018

Which is Better: Ellevest or Vanguard Personal Advisor?

Still need help deciding which investing is better? Read the in-depth reviews below. You may also be interested in comparing Ellevest or Ally Invest.

In short: Ellevest's minimum deposit is outstanding. Vanguard Personal Advisor's human advisors is excellent.


Articles on Ellevest


Articles on Vanguard Personal Advisor


Which Do You Think is Best?


Compare Ellevest to:


You might also be interested in

You Invest Review

Chase You Invest App has a bonus promotion, low fees and mutual funds trading. But is it good for beginners? Read this review for the pros and cons.

Compare Vanguard Personal Advisor to:


Next Page:

About CreditDonkey®
CreditDonkey is a stock broker comparison website. We publish data-driven analysis to help you save money & make savvy decisions.

Editorial Note: Any opinions, analyses, reviews or recommendations expressed on this page are those of the author's alone, and have not been reviewed, approved or otherwise endorsed by any card issuer.

†Advertiser Disclosure: Many of the card offers that appear on this site are from companies from which CreditDonkey receives compensation. This compensation may impact how and where products appear on this site (including, for example, the order in which they appear). CreditDonkey does not include all companies or all offers that may be available in the marketplace.

*See the card issuer's online application for details about terms and conditions. Reasonable efforts are made to maintain accurate information. However, all information is presented without warranty. When you click on the "Apply Now" button you can review the terms and conditions on the card issuer's website.

CreditDonkey does not know your individual circumstances and provides information for general educational purposes only. CreditDonkey is not a substitute for, and should not be used as, professional legal, credit or financial advice. You should consult your own professional advisors for such advice.