Re: Fidelity - fees

[http://dummy.us.eu.org/robert (Robert)]

Alty - my sister's number is 802-505-8411.  She's not in any rush, so you
can call her any time.  And, she will be expecting your call.

(Sorry about getting back to you so late.  I wanted to touch base with her
before giving you her phone number.)

Thanks.

 > From: http://www.fmr.com/~AltyKosherbek.team
 > Date: Mon, 2 Mar 2026 17:19:11 +0000
 >
 > Hi Robert!
 > 
 > As always, please reply here if possible for a faster reply.
 > 
 > I can look and see what your sister is being charged if you can share her
 > number with me, I can call her sometime today in between meetings?
 > 
 > Fidelity in general does not charge any fees unless we have some specific
 > managed solutions strategies. I can walk her through how to see those if
 > you can share my number with her too.
 > 
 > Thank you and chat soon,
 > 
 > Alty Kosherbek
 > Financial Consultant
 > CA Insurance # 4301004
 > where-I-livempbell Investor Center
 > 
 > Schedule an Appointment<https://digital.fidelity.com/ftgw/digital/dasux/launch/meet-with?advisor=7449196>
 > 
 > Fidelity Investments
 > 851 East Hamilton Ave Suite 100
 > Campbell, CA 95008
 > 
 > Call: 408.371.4611 ext 61083
 > Text: 408.539.6787
 > Fax: 408.371.9157
 > 
 > --
 > 
 > My sister was asking me about this and I didn't know how to answer and
 > couldn't find the info on the Fidelity portal: are there any fees charged
 > by Fidelity itself on top of the fees in each position (mutual fund, ETF,
 > etc.)?  My sister cited a 1% fixed annual fee but didn't find that figure
 > anywhere.
 > 
 > Thanks.