What is the Wrap Fee Program that I read about in the Ellevest client agreement documents?

The Ellevest Wrap Fee Program (the “Program”), is a discretionary investment advisory service sponsored by Ellevest. The Program provides personalized investment plans and portfolios tailored to the unique needs of women. Ellevest’s investment advice is limited to the Program. 

For more information about Ellevest, a Securities and Exchange Commission (SEC) registered investment adviser and its financial advisory services, please visit the firm’s website (www.ellevest.com) or the SEC’s Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

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