Pricing | StashAway

Pricing

No account setup or exit fees

Unlimited, free withdrawals

Unlimited, free transfers between portfolios

Rebalancing, transaction, and reoptimisation costs are included

Our investment portfolios

General Investing, Goal-based Investing and Thematic Portfolios

Total investment (USD)
Annual fee rate (incl. VAT)

First $25,000

0.8%

Any additional amount above $25,000, up to $50,000

0.7%

Any additional amount above $50,000, up to $100,000

0.6%

Any additional amount above $100,000, up to $250,000

0.5%

Any additional amount above $250,000, up to $500,000

0.4%

Any additional amount above $500,000, up to $1,000,000

0.3%

Any additional amount above $1,000,000

0.2%
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The expense ratio charged by the ETF manager is approximately 0.2% p.a, and is embedded in your returns.

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We accept both AED and USD. For non-USD transfers into 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.

StashAway Simple™

Cash management portfolio

StashAway management fee for any balance

FREE

Net fee charged by underlying fund manager, embedded in projected rate of 1.2%

0.38%
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We don’t include your Simple balance as part of your overall investments under management when we calculate your fee with us.

Build your wealth

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.

  • For the industry average, we assume a management fee of 1.5% p.a., and an entry fee of 2.5% p.a., consistent with market data from Cerulli. The illustration assumes that an investor incurs the entry fee every 24 months.

Initial Deposit

$125,000

Monthly Deposit

$10,000

$2M$4M$6M$8M

StashAway

$3,015,449

Industry Average

$2,419,568

Want even lower fees?

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.