What’s the difference between risk level and risk tolerance?
Risk tolerance is how much risk you feel you can take.
People who are prepared to risk bigger losses for the potential of bigger rewards can tolerate a high level of risk.
People who want to play it safe and are willing to have potentially smaller returns to guard against loss can tolerate less risk.
On Stash, an investor’s risk level is based on a number of factors.
All clients are categorized as Conservative, Moderate, or Aggressive.
Determining each investor’s your risk tolerance helps determine their risk level. We also take into account their financial situation, age, and a variety of other factors.
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Q. What does my Total Stash Value include?
Total Stash Value is the total value of all the investments and cash in all your Stash accounts as of the date and time you log onto the app. For example, if you have opened both personal and retirement portfolios,…
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Q. How are Stash Invest 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 performed. Remember, the monthly advisory fee is based on the full previous monthly period…
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Q. Will I still pay the 0.25% fee if the market changes and my portfolio falls below $10,000?
It depends. We use the average daily balance in your account each month to calculate your fees. This means, if the average daily balance for your Stash Retire account is less than $10,000, then your monthly fee will be $2…
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