ROBO ADVISOR RANKING

Best Retirement Portfolios
Value
06

Ellevest Digital - Retirement on My Terms Portfolio

Minimum Amount: $0

Management Fee: 0.25%

Ellevest

Ellevest’s portfolio called “Retirement on My Terms” ranked the highest in our ranking of value portfolios for retirement strategies. The underlying ETFs chosen by the portfolio posted a -0.10% return within the “Review Period”. Adding up both ETF level fees and the management fee charged by Ellevest yields a total cost to invest in the portfolio of 0.32%.

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Suggested Use: For investors who want a robust robo-adviser service with a low minimum amount.

1 year return Total cost Minimum deposit Tax services Auto deposits Human adviser Fractional Shares Automatic Dividend Reinvesting Automatic Rebalancing SRI Strategy
1
-0.10% 0.32% $0
2
-0.86% 0.32% $0
3
-1.01% 0.33% $0
4
-1.50% 0.07% $100 Access to series 65 licensed adviser
5
-1.18% 0.33% $0