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What is the Stash Wrap Fee Brochure?

The Stash Wrap Fee Brochure is part of Stash’s Form ADV, the standard form used by all investment advisers to register with the U.S. Securities and Exchange Commission (SEC).

The Wrap Fee Brochure requires investment advisers to prepare brochures written in plain English that contain information like:

  • The types of advisory services offered
  • The adviser’s fee schedule
  • Disciplinary information
  • Conflicts of interest
  • The educational and business background of management and key advisory personnel

The brochure is the primary disclosure document that investment advisers provide to clients.

When filed, brochures are available to the public on the SEC’s IAPD website. Stash’s Wrap Fee Brochure is also available here.

Investment advisers are required to deliver a summary of material changes to the brochure and send either a complete, updated brochure or an offer to provide the updated brochure to clients annually.

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