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Home > Robo Advisors > Compare > Rebalance IRA vs. Ellevest
Back to Compare

Rebalance IRA vs. Ellevest

At Investor Junkie, we reviewed over one hundred investing and personal finance services. Our goal is to bring you the most honest, simple, and informative reviews. It turns out; users also want to compare specific services.

This review compares Rebalance IRA and Ellevest. The better service depends on your needs. So let's dive in!

According to our readers (you!), when it comes to robo advisors, people care most about the fees, minimum investment requirements, and whether or not the service supports for 401(k) plans. Let's look at how Rebalance IRA and Ellevest stack up against each other on these features.

To start, we will compare the fees for trading with both robo advisors. Rebalance IRA has annual fees at 0.50% fee per year. In contrast, Ellevest has annual fees of 0.25%. When it comes to fees, Ellevest is the cheaper service.

Let's consider the minimum investment that's required to use both Rebalance IRA and Ellevest. At $0, Ellevest requires a smaller minimum deposit.

Both Rebalance IRA and Ellevest can help assist with your 401(k) plan.

Overall, Rebalance IRA rates 6 out of 10, while Ellevest ranks 7.5 out of 10. For more information on either, you can read our full reviews on Rebalance IRA and Ellevest.

Robo-Advisor

Rebalance IRA

Ellevest

ReviewRebalance IRA ReviewEllevest Review

Overall rating as by Investor Junkie.

Rating
6/10
7.5/10
Commissions & Fees
6/10
8/10
Customer Service
8/10
8.5/10
Ease of Use
6/10
7/10
Tools & Resources
6/10
6/10
Investment Options
6/10
8/10
Asset Allocation
7/10
7.5/10
PromotionsNoneGet up to $750 Cash Back
Minimum Investment$100,000$0
Account Fees$250 Setup Fee; 0.50%/year0.25%/year; Premium - 0.50%/year
Accounts AvailableTaxable, Joint, Roth IRA, Traditional IRA, Rollover IRA, Custodial, SEP IRA, SIMPLE IRA, 401(k), Solo 401(k), Trusts, Partnerships, Non-ProfitTaxable, Roth IRA, Traditional IRA
AdviceHuman AssistedHuman Assisted

Does the robo-advisor offer assistance with your employer sponsored retirement plan?

401(k) Guidance
YesYes
Tax Loss HarvestingNoNo
Portfolio RebalancingYesYes
Retirement Planning ToolsNoNo
Automatic DepositsDaily, Weekly, Biweekly, Monthly, Bimonthly and QuarterlyMonthly, Bimonthly and Quarterly
Clearing AgencyN/AFolio
Self ClearingNoNo
Smart BetaNoNo
Socially Responsible InvestingNoNo
Invests in CommoditiesNoNo
Invests in Real EstateYesYes
Fractional SharesNoYes

How can you access the sevice? Website only? Via smartphone app?

Access
WebsiteWebsite

More security to prevent unauthorized access to your account.

Two-Factor Authentication
NoNo
Customer ServicePhone: M-F 8:30A-8:30P ET; EmailPhone; Email
Assets Under Management$525M$25M
Number of Accounts1K5K

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About Rebalance IRA

Rebalance IRA provides insight into your portfolio and helps you make better decisions by not letting emotions get in the way and selling too often. It also helps you determine the right asset allocation. However, Rebalance IRA is good only for investors who have portfolios of $100,000 or more.

About Ellevest

Ellevest is a robo advisor investing platform that targets women specifically. It can offer custom plans that are tailored to the needs of women. A good argument can be made for the necessity for taking women's particular situations into accounts. After all, they tend to live longer yet earn less. However, is a completely separate robo advisor really needed? We'll let you be the judge after reading our review.

Other Comparisons

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  • Wealthfront vs. Wealthsimple
  • Betterment vs. Fidelity Go
  • Betterment vs. Schwab
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Larry Ludwig
Author: Larry Ludwig
Updated: April 16, 2018
Category: Robo Advisors

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