Common Contracts

Discretionary Investment Management Agreement

Discretionary Investment Management Agreement • July 16th, 2022 • New York

• Contract Type
  Discretionary Investment Management Agreement
• Filed
  July 16th, 2022
• Jurisdiction
  New York

Ellevate Financial, Inc. (“Ellevest”) is a SEC registered investment adviser. The Ellevest Discretionary Investment Management Agreement (“Agreement” or "Advisory Agreement") sets out the terms and conditions under which Ellevest (“we,” or “us,”) will provide ongoing discretionary advisory services with respect to the assets in your Ellevest account ("Advisory Assets" or "Advisory Account") through the Ellevest Wrap Fee Program (the “Program”), an automated investment platform delivered through www.ellevest.com (the “Website”).

Discretionary Investment Management Agreement

Discretionary Investment Management Agreement • September 16th, 2017 • New York

• Contract Type
  Discretionary Investment Management Agreement
• Filed
  September 16th, 2017
• Jurisdiction
  New York

Ellevest, Inc. (“Ellevest”) is a SEC registered investment adviser. The Ellevest Discretionary Investment Management Agreement (“Agreement” or "Advisory Agreement") sets out the terms and conditions under which Ellevest (“we,” or “us,”) will provide ongoing discretionary advisory services with respect to the assets in your Ellevest account ("Advisory Assets" or "Advisory Account") through the Ellevest Wrap Fee Program (the “Program”), an automated investment platform delivered through www.ellevest.com (the “Website”).