Stash Investments is a robo-advisor that offers automated investment advice and financial counseling services to individuals. Stash helps clients develop financial habits and manage wealth by providing financial education, tools, and guidance. Stash uses artificial intelligence to provide personalized advice. Stash also offers optional access to human investment professionals for an additional fee.
Fee Structure
Stash offers a wrap fee program with two subscription tiers. The fee includes a fixed monthly or annual subscription fee. If you have a managed account, you'll also pay a quarterly fee based on the value of your portfolio. Stash does not make investment decisions for regular brokerage accounts. Clients are responsible for deciding whether and when to buy or sell securities using Stash’s personalized investment advice delivered through the platform.