Stash Invest
Assets Under Management
$4.2B
Number of Clients
1,290,843
Number of Advisors
1
Average Client AUM
$3K
AUM per Advisor
$4.2B
Compensation
Fixed/Hourly
About This Firm
Stash Investments LLC offers investment advisory services, including wrap fee programs and financial counseling, to clients via web-based solutions. They help clients build financial habits and manage wealth by providing financial education, tools, and guidance. Stash uses AI to provide personalized advice and assist clients in determining their next best action.
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
Location
450 Park Avenue South, Suite 10-111, New York, NY, 10016