What are the fees for Private Wealth Management?

Patty

Ellevest’s fees for Account assets directly allocated to Ellevest

are as follows:

• 90 basis points (0.90%) per year for clients with aggregate account balances up

to $2 million;

• 80 basis points (0.80%) per year for clients with aggregate account balances

between $2 million and $5 million;

• 60 basis points (0.60%) per year for clients with aggregate account balances

between $5 million and $10 million;

• 50 basis points (0.50%) per year for clients with aggregate account balances

between $10 million and $25 million;

• 40 basis points (0.40%) per year for clients with aggregate account balances

between $25 million and $50 million;

• 35 basis points (0.35%) per year for clients with aggregate account balances

between $50 million and $75 million;

• 30 basis points (0.30%) per year for clients with aggregate account balances

between $75 million and $100 million; and

• 25 basis points (0.25%) per year for clients with aggregate account balances

above $100 million.