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What are fees for Stash Invest?

For Stash Invest accounts with average daily balances of less than $5,000.00 in the subject month, we will charge a fixed fee of $1.00 per month in advance. Investment advisory fees are not prorated for partial months.

For Stash Invest accounts with average daily balances of greater than $5,000.00 in the subject month, we charge a monthly fee of 0.0208% of the value of the account. On an annual basis, this represents a 0.25% fee (.0208% x 12).

Fees will be calculated on the average daily balance of the previous 30 days and will be billed on or near the monthly anniversary date on which your account was opened. Remember the fee is based on the full 30 previous days so even if your account was below $1 on the first, last or any other day during the month you can still be charged the fee based on the average daily balance.

For Stash Invest accounts with a balance under $5,000.00, we will directly take the monthly $1.00 advisory fee from either the free cash balance in your account or from the bank account you use to fund your Stash Invest account. Alternatively, we may take the fee from your Stash Invest account by deducting the fee from the assets in your account, which includes the fractional sale of assets in order to assess the fee. Meaning you could see a small portion of some of your investments sold in order to pay the fee.

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