Stash Wealth offers financial planning and investment management services to high-earning professionals. The firm creates financial plans covering cash flow, investments, retirement, taxes, and more. Clients can then choose to have Stash Wealth manage their investments based on the plan, with ongoing advice and annual updates. Stash Wealth uses a team-based approach and does not make investment decisions based on investment objectives or risk tolerance.
Assets Under Management$52M
Clients174
Advisors2
Avg. per Client$300K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$2,400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1M+ | 0.80% |
Minimum monthly fee of $200 ($2,400 annually). Fees are negotiable at Stash Wealth's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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