Ellevest vs Rebalance IRA

Ellevest is a women-focused robo-advisor tailored to women's life cycles and goals. How does it compare to Rebalance IRA? 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 Rebalance IRA takes a look at your entire financial picture to come up with a personalized retirement portfolio. Your account is professionally managed by human advisors, and even includes an annual live meeting. Fees are high at 0.5% plus a $250 start-up charge. This is only for large investors with $100,000 to invest.

Compare Ellevest with Rebalance IRA, side-by-side.

	Ellevest	Rebalance IRA

	Learn More	Learn More
	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	0.5%; $250 one-time set up charge
Minimum Deposit	$0 for all membership tiers	$100,000
Phone Support	Yes - normal business hours	M-F 8:30a-8:30p ET
Live Chat Support	No	No
Email Support	Yes	Yes
Human Advisors	Discounts for members for coaching sessions	Yes
Robo Advisor
Assets Under Management	$280 Million	$500 Million
Tax Loss Harvesting	No	No
Goal Tracker	Yes	No
Automatic Deposits	Yes	Yes
Online Platform	Yes	Yes
iPhone App	Yes	No
Android App	Yes	No
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	Yes
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 Rebalance IRA: 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.