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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: Thu, 19 Mar 2026 11:55:51 -0700
Sorry for taking so long to get back to you.
Thanks for explanation and the screenshots. I'll take a look and will
contact you if I'm not able to find them on Fidelity portal.
I'll also share the navigation steps with my sister.
> From: http://www.fmr.com/~AltyKosherbek.team
> Date: Wed, 18 Mar 2026 16:07:51 +0000
>
> Hi Robert!
>
> We have fees on managed accounts only, and here's where you and Flora can
>find it:
>
> Professionally Managed Accounts - Performance - Net advisory fee:
>
> Here's the new page that opens up - we expand the "Review fee history" tab:
>
> That management fee is annualized and divided by 4, charged at the end of
> each quarter.
>
> To see more details, we scroll down to "Your quarterly fee details" tab
> and expand it to see more details:
>
> Net advisory fee = Gross fee - credits.
>
> Do you have time for a call today? I can walk you through and show you how
> to see it online, and you can pass this info over to your sister too.
>
> Thank you,
>
> Alty Kosherbek