Stash Wealth is a registered investment advisor founded in 2013 and led by Priya Malani, operating out of New York City. The firm primarily serves high-earning professionals who are looking for guidance on building and executing a comprehensive financial game plan. Stash Wealth offers a multi-week foundational financial planning engagement known as the Stash Plan, which covers cash-flow management, retirement projections, tax strategies, estate planning analysis, and corporate benefits. Clients who complete the initial plan can choose to continue with ongoing wealth management through the Stash Management Service. This ongoing service provides investment portfolio management using model portfolios, periodic rebalancing, and tax-loss harvesting based on passive asset allocation principles, along with annual financial plan updates and access to a network of external professionals for tangential needs like tax preparation and estate planning. Stash Wealth utilizes a team-based approach, manages accounts on a discretionary basis, and requires clients to use a designated custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable at Stash Wealth's discretion. Current employer retirement plans and 529 accounts are excluded from the fee calculation. Subject to a minimum monthly fee of $200 ($2,400 annually).