Will I still pay the 0.25% fee if the market changes and my portfolio falls below $5000?
We use the average daily balance in your account each month to calculate your fees. If your average daily balance for the month falls below $5000, you will not pay the 0.25% fee, you will revert back to the $1 per month fee for Stash Invest or $2 per month fee for Stash Retire.
Q. How are 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 being performed. Remember, the monthly advisory fee is based on the full previous monthly period so even if your account balance was below $1 on the first, last or…
Q. What are the fees for Stash Invest accounts?
For Stash Invest accounts with less than $5,000 For Stash Invest accounts with average daily balances of less than $5,000.00, we charge a monthly advisory fee of $1.00 per month in advance. For Stash Invest accounts with $5,000 or more For Stash Invest accounts with average daily balances of $5,000.00 or more, we charge a…
Q. What are the fees for Stash Retire accounts?
Fees for Stash Retire accounts with less than $5,000 For Stash Retire accounts with an average daily balance of less than $5,000.00, we charge a monthly advisory fee of $2.00 per month. Fees for Stash Retire accounts with $5,000 or more For Stash Retire accounts with an average daily balance of $5,000.00 or more, we…
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