What is the Stash Wrap Fee Brochure?

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

The Wrap Fee Brochure requires investment advisers to prepare narrative brochures written in plain English that contain information such as the types of advisory services offered, the adviser’s fee schedule, disciplinary information, conflicts of interest, and the educational and business background of management and key advisory personnel of the adviser.

The brochure is the primary disclosure document that investment advisers provide to clients. When filed, the 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 annually to clients a summary of material changes to the brochure and either deliver a complete updated brochure or offer to provide the client with the updated brochure.