How does the advisor help clients – Key Takeaways:
ELLEVEST is a leading financial advisory company that offers expert guidance and services to help clients achieve their financial goals. With a focus on empowering women and closing the gender investment gap, ELLEVEST provides personalized financial strategies based on each client’s unique needs and goals.
Facts and Insights
Here are some key facts and insights about ELLEVEST:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 Billion | 50+ | 4 years |
ELLEVEST has quickly become a prominent player in the financial advisory industry with impressive asset under management and a growing team of experienced advisors. With a strong track record of success, ELLEVEST continues to expand its services and reach to help even more clients achieve financial security.
Financial Services Offered
ELLEVEST offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Debt management
- Insurance planning
By offering comprehensive financial services, ELLEVEST is able to provide clients with a holistic approach to their financial well-being.
Client Types
ELLEVEST caters to a diverse range of clients including:
- Working professionals
- Business owners
- Retirees
- High net worth individuals
With a commitment to empowering women, ELLEVEST also specializes in helping women at all stages of their financial journey to improve their financial standing and achieve their long-term goals.
Fees & Compensation
ELLEVEST operates on a fee-based compensation structure, where fees are based on a percentage of the assets under management. This means that the advisors at ELLEVEST have a vested interest in helping clients grow their wealth, as their compensation is directly tied to the success of their clients’ investments.
Background
ELLEVEST was founded in 2016 by Wall Street veteran and former Merrill Lynch executive, Sallie Krawcheck. With a passion for empowering women financially, Krawcheck set out to create a financial advisory firm that catered to the unique financial needs and goals of women. Today, ELLEVEST continues to grow and make a positive impact in the financial industry.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any conflicts of interest that may arise. ELLEVEST holds itself to the highest ethical standards and fully discloses any potential conflicts of interest to clients. These disclosures may include any compensation agreements with third-party companies or any potential investments that may benefit the advisors personally. ELLEVEST strives to maintain transparency and prioritize the best interests of its clients.