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.
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