No account setup or exit fees
Unlimited, free withdrawals
Unlimited, free transfers between portfolios
Rebalancing, transaction, and reoptimisation costs are included
General investing and goal-based portfolios
First $25,000
Any additional amount above $25,000, up to $50,000
Any additional amount above $50,000, up to $100,000
Any additional amount above $100,000, up to $250,000
Any additional amount above $250,000, up to $500,000
Any additional amount above $500,000, up to $1,000,000
Any additional amount above $1,000,000
Expense ratio charged by ETF manager is approximately 0.2% p.a.
We accept AED and USD deposits. For non-USD deposits to USD portfolios, our vendor charges a currency conversion fee of 0.08% on the spot rate. A currency conversion fee that low is usually only available to institutional investors.
Cash management portfolio
StashAway management fee for any balance
Net fee charged by underlying fund manager, embedded in projected rate of 1.2%
We don’t include your Simple balance as part of your overall investments under management when we calculate your fee with us.
Investment fees add up, and could cost you hundreds of thousands of dollars over time. This figure serves to illustrate the effect fees have on returns over a 30-year time horizon. Calculations assume that all methods earn 6% p.a. gross return. StashAway's management fee is 0.2% to 0.8% per annum. Our customers do not incur any transaction, setup, exit or withdrawal fees, as these costs are absorbed by StashAway. We assume that 90% of the investments are in foreign currencies which incur a foreign exchange fee of 0.08%, and the underlying ETFs incur an expense ratio of 0.2% p.a. We assume a Mutual Fund's management fee is 1.5% p.a., and entry fee of 2.5% p.a., consistent with market data from Cerulli. The illustration assumes that an investor switches Mutual Fund every 24 months, incurring the entry fee each time.
When you invite a friend to invest, we’ll manage up to $10,000 USD worth of investments for free for each of you for 6 months. You can deposit in USD or AED. You’ll get free investing for any Investment Portfolio regardless of whether your friend deposits into an Investment Portfolio or StashAway Simple™, but the free investing doesn’t apply to StashAway Simple™, because, well, it’s already free.
There’s no limit on how many people you refer, so get going.