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FW: Fidelity - fees
- To: noelle
- Subject: FW: Fidelity - fees
- From: http://dummy.us.eu.org/robert (Robert)
- Date: Mon, 09 Mar 2026 13:53:21 -0700
> From: http://www.fmr.com/~AltyKosherbek.team
> Date: Mon, 9 Mar 2026 16:55:04 +0000
>
> Hi Robert,
>
> Since I am not licensed in that state, I cannot confirm, but I asked
> Johnny to call her again today.
>
> Thank you,
>
> Alty Kosherbek
>
> ________________________________
> From: Robert
> Sent: Saturday, March 7, 2026 2:51 PM
>
> 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.