Ellevest vs Charles Schwab Intelligent Portfolio

Ellevest is a women-focused robo-advisor tailored to women's life cycles and goals. How does it compare to Charles Schwab Intelligent Portfolio? 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. Fees are low starting at $1/mo and there is no minimum balance for the basic account.

While Charles Schwab Intelligent Portfolio charges no service fees, rebalance fees, or commissions. It offers highly diversified portfolios, consisting of up to 20 asset classes in any portfolio. The minimum investment is $5,000 to start. This robo-advisor has over 300 physical branches if you need in-person help.

Compare Ellevest with Charles Schwab Intelligent Portfolio, side-by-side.

		Charles Schwab Intelligent PortfolioAcorns
	Learn More	Learn More
	Ellevest	Charles Schwab Intelligent Portfolio
	SPECIAL OFFER Ellevest Executive with 50% Off Coaching - Learn More Read Ellevest Review
	Benefits and Features
Annual Fee	$1/mo for Essential Plan $5/mo for Plus Plan $9/mo for Executive Plan	None
Minimum Deposit	$0 for all membership tiers	$5,000
Phone Support	Yes - normal business hours	24/7
Live Chat Support	No	24/7
Email Support	Yes	Yes
Human Advisors	Discounts for members for coaching sessions	No
Robo Advisor
Assets Under Management	$280 Million	$27 Billion
Tax Loss Harvesting	No	Available for accounts $50,000 and over
Goal Tracker	Yes	Yes
Automatic Deposits	Yes	Yes
Online Platform	Yes	Yes
iPhone App	Yes	Yes
Android App	Yes	Yes
Banking	Spend and Save accounts*; No minimum balance and no monthly service fees
Mobile App	Yes
Fractional Shares	Yes	No
Taxable Accounts	Yes	Yes
401k Plans	No	No
IRA Accounts	Yes	Yes
Roth IRA Accounts	Yes	Yes
SEP IRA Accounts	Yes	Yes
Trust Accounts	No	Yes
529 Plans	No	No
	CreditDonkey® Reviews
Annual Fee
Minimum Deposit
Human Advisors
Customer Service
Pros & Cons	Pros: Focused on women's needs $0 minimum Starts at $1/mo Cons: Limited account options No tax loss harvesting Uncertain future
Bottom Line	Women-focused robo-advisor tailored to women's life cycles and goals... Read full review
	Ellevest Executive with 50% Off Coaching Ellevest Plus with 30% Off Coaching Ellevest Essential with 20% Off Coaching
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 08/10/2020 Charles Schwab Intelligent Portfolio: Pricing information from published website as of 06/14/2018

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

Articles on Ellevest

Ellevest Review

Ellevest tailors investment strategies specifically for women's needs. Find out how this robo-advisor make a difference.

• Ellevest vs Acorns

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