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Ellevest vs Vanguard Personal Advisor

Ellevest is a women-focused robo-advisor 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. Fees are low starting at $1/mo 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
 Learn MoreLearn More
 

Ellevest

Vanguard Personal Advisor

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
0.3%
Minimum Deposit
$0 for all membership tiers
$50,000
Phone Support
Yes - normal business hours
Yes
Live Chat Support
No
No
Email Support
Yes
Yes
Human AdvisorsDiscounts for members for coaching sessions
Yes
Robo Advisor
Check
Check
Assets Under Management
$280 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
Yes
Yes
Android App
Yes
Yes
BankingSpend and Save accounts*; No minimum balance and no monthly service fees 
Mobile App
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
Yes
Yes
Trust Accounts
No
Yes
529 Plans
No
Yes
 

CreditDonkey® Reviews

 Ellevest
Annual FeeStarStarStarStarEmpty StarStarStarStarStarHalf Star
Minimum DepositStarStarStarStarStarStarEmpty StarEmpty StarEmpty StarEmpty Star
Human AdvisorsStarStarStarStarEmpty StarStarStarStarStarStar
Customer ServiceStarStarStarHalf StarEmpty StarStarStarStarStarEmpty Star
Pros & ConsPros:
  • Focused on women's needs
  • $0 minimum
  • Starts at $1/mo
Cons:
  • Limited account options
  • No tax loss harvesting
  • Uncertain future
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 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 08/10/2020

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 Robinhood.

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


Articles on Ellevest

Ellevest Review

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

Articles on Vanguard Personal Advisor

Vanguard Personal Advisor

Typically, robo-advisors mean strictly online portfolio management with no human interaction. Vanguard Personal Advisor Services set out to be the face of change by combining the two services. Is it all it's cracked up to be?

Which Do You Think is Best?





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