Stash AUM

Stash Assets Under Management (AUM)


2022 Stash Invest total assets under management. Stash AUM: client assets and number of brokerage accounts.


Stash Assets Under Management (AUM)


Stash is the latest in a series of robo- and micro-investing apps, and it appears to have learned from its predecessors. Stash offers all of the things that early adopters have come to expect from robo-investing: a beautiful interface and epic simplicity. However, Stash comes with more options, information, and more clarity than other robo-investors. 

So how many customers and how much in total assets under management does Stash Invest have? Here are the numbers:

Stash assets under management $4 billion
Stash brokerage accounts number 5 million

Stash is one of the largest robo-advisors by the number of accounts. However, it is incredibly small when it comes to total assets under management.


Stash Invest Promotion


Get $20 bonus stock with this referral link.

Open Stash Account



Stash and Competitors


Broker Review Promotion
Offer
Stock/ETF
Commission
Mutual Fund
Commission
Maintenance
Fee
Annual IRA
Fee
M1 Finance Up to $500 cash bonus for funding account at M1 Finance. $0 na $0 $0
Sofi Wealth 0% SoFi management fees. Plus, unlimited access to financial planners. $0 na $0 $0
TD Ameritrade $0 commissions + transfer fee reimbursement. $0 $49.99 ($0 to sell) $0 $0
Stash Get $20 bonus stock with this referral link. $0 na $1-$3-$9 per month $1-$3-$9 per month



Stash Fees


Stash’s fees are comparable to other apps in this category, but there are some differences. 

Stash Invest earns money by charging investors a small monthly fee. There are 2 pricing plans available: Growth ($3/month) and Stash+ ($9/month).


Stash invest pricing plans


Unlike other services, the fee comes out of the bank account linked to the Stash account. It is important to keep this in mind for preventing overdraft fees. 

Otherwise, there are no surprise fees. There are some additional fees that might apply in special conditions, but routine use will not incur any fees other than the management fee and the fee included in each ETF. Stash invests and re-invests cash without asking for commission, and it produces the relevant tax documents at the end of the year free of charge.  


Stash Invest


Referrals


The referrals section of the app allows users to invite friends from directly within the app, which makes it easier than other services. Account holders can invite contacts, Twitter followers, and Facebook friends. Stash also notes who has accepted the invitation. This feature is part of what makes it a more social experience than other services. 

Users get $5 for every eligible new user who opens a new account. The cap on the referral fee is $100. 


Stash Investment Options


Unlike other apps, Stash presents a number of options to users regarding what kind of risk they want to engage in as well as the stocks they want to buy. Users can set their options during set up or at a later date. Initially, Stash only offered electronically traded funds (ETFs), but over the past year or two it has also started to offer single stocks.

Investments at Stash start with as little as $0.01 (stocks priced over $1k have a $0.05 minimum). Users can choose from thousands of stocks and ETFs.

The ETF categories include investment portfolios like green energy, cybersecurity, social media, telecom, finance and tech companies. These categories are essentially ETFs run by huge firms like Vanguard that have been renamed in a way that is easier to understand for those new to investing or those easily distracted by too much finance jargon. For example, the Invesco Dynamic Leisure and Entertainment ETF is renamed “Destination Recreation.” Or the Aberdeen Standard Precious Metals Basket ETF Trust is renamed “All That Glitters.” This makes investing slightly more exciting, and definitely more comprehensible to a new investor.


Stash Invest Promotion


Get $20 bonus stock with this referral link.

Open Stash Account


About the Author
Chad Morris is a financial writer with more than 20 years experience as both an English teacher and an avid trader. When he isn’t writing expert content for Brokerage-Review.com, Chad can usually be found managing his portfolio or building a new home computer.