Ask Stash

Will I still pay the 0.25% fee if the market changes and my portfolio falls below $5,000?

It depends. We use the average daily balance in your account each month to calculate your fees.

This means, if the average daily balance is less than $5,000, then your monthly fee will be $2 for that month. If your average daily balance is $5,000 or more, you will be charged the percentage rate.

*Clients may incur ancillary fees charged by Stash and/or it’s custodian that are not included in the monthly Wrap-Fee.

Need more fee details for Stash Retire? We’ve got them.

Or Stash Custodial Accounts? We’ve got those too.

Or, learn more about fees for Stash Invest Personal Brokerage accounts.

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