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Stash Invest

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Stash Invest

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Highlights
Highlights
Minimum Account $5
Management Fee 0% - 0.25%

Stash Invest Review

Stash Invest is founded in 2015 and based in New York, NY.

What fees does Stash Invest charge?

Stash Invest uses a fee-only model.

This means Stash Invest gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an asset allocation and get paid a flat-fee or a percentage of the assets under administration. That requires that they act in their client’s financial best interest at all times.

Stash Invest Fees
Description
Annual Fee $0
Monthly Fee $0 - $2
Management Fee 0% - 0.25%
Fee Based? Yes
Account Transfer Fee $0 - $75
Account Termination Fee $0
Investment Expense Ratios N/A

What management fees does Stash Invest charge?

Stash Invest charges a fixed monthly fee of $0 to $2 .

Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of Stash Invest?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.

Stash Invest does not charge fees based on an investment expense ratio.

What type of investment accounts and asset classes does Stash Invest support?

Stash Invest offers the following types of assets and account types.

Accounts Supported Options
Supported Options Unsupported Options
  • Individual Non-Retirement Accounts
  • Roth IRA
  • Traditional IRA
  • Custodial Accounts
  • Joint Non-Retirement Accounts
  • Rollover IRA
  • SEP IRA
  • Trusts
  • 529 College Savings Plans
  • Employer Sponsored Plans
  • Stash Invest does not offer any of the investment vehicles that we track.

    What is the minimum amount you have to invest to open an account with Stash Invest?

    The minimum amount to open an account with Stash Invest is 5.

    How does Stash Invest compare to other investment advisors?

    Pros & Cons of Stash Invest
    Pros Cons
  • Broad selection of account types.
  • Competitive investment expense ratios.
  • Does not offer low-cost ETFs.
  • Does not give access to human finance advisors.
  • Tax-loss harvesting not available.
  • Limited investment options.
  • STASH INVEST Disclosure: SuperMoney is a paid Affiliate/partner of Stash.
    SUPERMONEY Disclosure: SuperMoney.com is an independent, advertising-supported service. The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. Read more...

    Contact

    • Headquarters
    •   New York, NY 10018 USA
    •   Visit Site

    Message from Stash Invest

    We’re one of the fastest growing consumer investing apps in the world. Our digital platform simplifies and transforms the way Americans save and invest their money. With a curated list of investments (150+ ETFs and single stocks) plus personalized guidance designed to educate and empower, our customers learn to build wealth on their own terms and at their own pace. All first-time investors and seasoned market veterans alike are provided the tools and resources to build a diversified portfolio and learn smart financial habits to grow wealth for the long term. Stash is the smarter, more powerful way to make your money work.

    About Stash Invest

    Feature Breakdown

    Account Termination Fee $0
    Annual Fee $0
    Management Fee 0% - 0.25%
    Account Transfer Fee $0 - $75
    Fee Based  
    Monthly Fee $0 - $2
    Minimum Account $5
    Accounts Supported
    • Custodial Accounts
    • Individual Non-Retirement Accounts
    • Roth IRA
    • Traditional IRA
    Independent/Registered Investment Advisor  
    Software Managed  

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