Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stash offers services on a tiered basis, with a monthly or annual "tier" fee. This fee may include one or more individual accounts. The fee is a fixed amount, plus an asset-based fee (AUM Fee) if applicable, depending on the total value of assets in your Discretionary Managed Account. The AUM Fee is calculated daily and payable quarterly in arrears.
Areas of Practice
Advisor Information
Office location
Homestead, FL
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sebastian works as a Bilingual Financial Coach at Morrow Group Inc., a financial planning firm, since May 2024. He dedicates about 10-20% of his time to this role, working 20 hours weekly during nights and weekends.