Discretionary Investment Management AgreementInvestment Management Agreement • August 12th, 2020 • New York
Contract Type FiledAugust 12th, 2020 JurisdictionEllevate 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 AgreementInvestment Management Agreement • September 16th, 2017 • New York
Contract Type FiledSeptember 16th, 2017 JurisdictionEllevest, 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”).