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Re: Fidelity - fees
- To: "AltyKosherbek.team - http://www.fmr.com/~AltyKosherbek.team" <http://dummy.us.eu.org/robert>
- Subject: Re: Fidelity - fees
- From: http://dummy.us.eu.org/robert (Robert)
- Date: Sat, 07 Mar 2026 14:51:42 -0800
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.