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How will I be charged the fee?

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 are charged monthly, in advance. 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. For those 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 the 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.

For Stash Retire accounts with average daily balances of less than $5,000.00 in the subject month, we will charge a fixed fee of $2.00 per month in advance. Investment advisory fees are not prorated for partial months. For Stash Retire 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 are charged monthly, in advance. 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. For those Stash Retire accounts with a balance under $5,000.00, we will directly take the monthly $2.00 advisory fee from either the free cash balance in your account or from the bank account you use to fund your Stash Retire account. Alternatively, we may take the fee from your Stash Retire account by deducting the fee from the assets in your account, which includes the fractional sale of assets in order to assess the fee.

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