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Last Updated: 10/14/2025

Stash

in Investment Advisors from Stash Financial, lnc

Last Updated: 10/14/2025

Mostly recommended13 total votes

7 users recommend

2 users are unsure

4 users don't recommend

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Highlights

Community Rating

Mostly recommended

Minimum Initial Investment

Management Fee

0% - 0.25%

Number of Reviews

Stash Review

Stash invest is a financial services company founded in 2015 and based in New York, NY.

Stash invest Pros & Cons

The Good

The Bad

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 FAQ

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 Fees

Description

Monthly Service Fee

$1 - $9

Annual Fee

Management Fee

0% - 0.25%

Fee Based?

What management fees does Stash invest charge?

Stash invest charges a fixed monthly fee of $1 to $9 .

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 Financial, lnc offers the following types of assets and account types.

Accounts Supported

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 Financial, lnc 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.

Stash 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...

Editorial Disclaimer: Editorial and user-generated content on this page is not provided or commissioned by the issuer. Opinions expressed here are the author's alone and have not been approved or otherwise endorsed by any financial institution, including those that are advertising partners.

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.

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