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Re: Fidelity - fees



My sister said: [The 0.92%] is for [Fidelity] to manage my account so it's a percentage of the total value of my portfolio. It's an annual fee but it's divided into quarterly fees. Alty - are you able to confirm this? She is worried that this fee is too high. Thanks. > From: http://www.fmr.com/~AltyKosherbek.team > Date: Wed, 4 Mar 2026 18:15:11 +0000 > > Thank you for confirming, Robert! > > Johnny, her advisor at Fidelity will reach out to her today to provide the > answers to her questions on the fees. > > I am not licensed in Vermont anymore, so I can't talk to her about her > accounts without it. I can always request it again if needed to, but it > takes a week or so. Her advisor got back to me and said he will call her > today. Please let me know if she doesn't get a timely response. > > Please let me know if she or you have any other questions, always here for > you and your close ones.


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