Does Stash cost money to use?
After your first free month Stash Invest has a fee of $1 per month and Stash Retire has a fee of $2 per month.
Once your account reaches $5,000, we switch to 0.25% of your account balance per year (that’s $12.50 a year for a $5,000 portfolio).
Q. How are fees calculated?
Fees are calculated on the average daily balance of the previous monthly period and are billed during the monthly period for which investment advisory services are being performed. Remember, the monthly advisory fee is based on the full previous monthly period so even if your account balance was below $1 on the first, last or…
Q. What are the fees for Stash Invest accounts?
For Stash Invest accounts with less than $5,000 For Stash Invest accounts with average daily balances of less than $5,000.00, we charge a monthly advisory fee of $1.00 per month in advance. For Stash Invest accounts with $5,000 or more For Stash Invest accounts with average daily balances of $5,000.00 or more, we charge a…
Q. What are the fees for Stash Retire accounts?
Fees for Stash Retire accounts with less than $5,000 For Stash Retire accounts with an average daily balance of less than $5,000.00, we charge a monthly advisory fee of $2.00 per month. Fees for Stash Retire accounts with $5,000 or more For Stash Retire accounts with an average daily balance of $5,000.00 or more, we…
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