Are you new to investing? We make it easy to start investing with a goals-based investment strategy and plan for retirement.
You’re looking for personalized advice with a certified financial planner. Start with a money checkup and create a plan that can help set you up for success.
Looking to invest more than $1 million? Navigate concentrated stock positions and invest intentionally with a dedicated team by your side.
After taking the time to understand your financial goals and the impact you want your money to make, as suitable, we then invest your assets using globally diversified, cost-aware strategies designed to get you there.
Feel good about what’s next with a dedicated team in your corner. We’re here to help answer any questions you have.
*The “ZO. Collective” promotional offer (the “Promotional Offer”) is offered to those who sign up for a monthly Ellevest membership service (Ellevest Essential, Ellevest Plus or Ellevest Executive) on or before 11:59 PM EST on July 1, 2021 (the “Promotional Period”). This Promotional Offer cannot be applied to an annual Ellevest membership service, existing Ellevest membership service, and is only available to new Ellevest membership clients. This Promotional Offer is not valid in conjunction and cannot be combined with any other offers or promotions. Clients who enroll for a monthly Ellevest membership service before the end of the Promotional Period will pay no monthly Ellevest membership fee for the first two months of their membership period, starting on the date the Ellevest Membership Terms and Conditions Agreement is acknowledged (the “Effective Date”). After two months from the Effective Date, the applicable fees for the Ellevest membership service selected will be reinstated.
Investing entails risk, including the possible loss of principal, and there is no assurance that the investment will provide positive performance over any period of time.
Funds held in your Ellevest investment accounts are not FDIC insured, not guaranteed by Coastal, and may lose value. Ellevest does not guarantee investment performance.
Ellevest’s Private Wealth Management offers advisory services to higher net worth individuals, investors, trusts, foundations and other institutional investors.
Ellevest Membership fees are as follows: Ellevest Essential is $1 per month, Ellevest Plus is $5 per month, and Ellevest Executive is $9. Other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Membership Terms and Conditions Agreement will continue to apply.