in Investment Advisors from Stash Financial, lnc

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in Investment Advisors from Stash Financial, lnc

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Minimum Account $5
Management Fee 0% - 0.25%

Stash Review

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

What fees does Stash charge?

Stash uses a fee-only model.

This means Stash 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
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
IRA Annual Fee N/A
Options Per Contract Fee N/A
Futures Contract Commission N/A

What management fees does Stash charge?

Stash 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?

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 does not charge fees based on an investment expense ratio.

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

Stash Financial, lnc 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
  • 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?

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

How does Stash compare to other investment advisors?

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 Disclosure: SuperMoney is a paid Affiliate/partner of Stash.
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  • Headquarters
  •   New York, NY 10018
  •   Visit Site

About Stash

Message From Stash Financial, lnc

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.

Feature Breakdown

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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