Fidelity Annual Fees

For exchange traded instruments this portion of the fee is capped at 45 and there is no service fee for these investments when held in the fidelity investment account. Fidelity inactivity and maintenance fee fidelity investments does not charge account inactivity and maintenance fees. Fidelity ira fees comparison fidelity s policy of no on going fees for ira s is pretty generous.

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All invest traders pay 25 while td ameritrade charges nothing.

Fidelity annual fees. Wellstrade by comparison assesses a 25 annual fee for any retirement account in a household that has less than 5 000 in assets. Total annual fund operating expense. This overall figure is often referred to as the total expense ratio or ter. 401 k plan fees and expenses.

Asset based fees reflect an investment option s total annual operating expenses and include management and other fees. Fidelity fees and account minimums the fidelity account has no minimum balance requirement and comes with zero monthly and annual account fees. The firm also does not have annual ira fee except for 25 annual simple ira fee. Asset based fees plan administrative fees and expenses individual fees and expenses asset based fees.

The same service fee is charged across all of your investments. Fidelity offers 0 stock trades 3 500 plus no transaction fee mutual funds and top notch research and trading tools. So if you hold 300 000 the fee would be 0 20 across the full amount. This line of the fee table is the total of a fund s annual fund operating expenses expressed as a percentage of the fund s average net assets.

Fidelity offers a clear and simple approach to fund charges with typical low cost service fees of 0 35 and ongoing charges from 0 06. Learn more about what these fees could mean for you and set up a fidelity charitable giving account with as little as 5 000. A final word about mutual fund fees and expenses. Minimum to open most fidelity accounts is somewhat high 2 500.

The firm s charge for trading stocks and regular etf s is 0. Effective january 2016 the following fees may be deducted from your account. Its zero fee index funds ice the cake. The advisory fee does not cover charges resulting from trades effected with or through broker dealers other than fidelity investment affiliates mark ups or mark downs by broker dealers transfer taxes exchange fees regulatory fees odd lot differentials handling charges electronic fund and wire transfer fees or any other charges imposed by law or otherwise applicable to your account.

Fidelity does not charge annual fee for regular brokerage individual or joint taxable accounts. There are no monthly account charges. A 0 closeout fee is hard to bead. A fidelity charitable giving account has one of the lowest annual fees and minimum initial contribution requirements of any donor advised fund.