Fidelity Miscellaneous Fee Schedule

While Facet will never charge additional fees for managing accounts, our custodians sometimes charge fees that will be deducted from your accounts, including:
  • Equity Trading Fees (For orders up to 10,000 shares): $0 for full e-delivery enrollment, $4.95 if not enrolled for e-delivery
  • Mutual Fund Trading Fee (Sell Orders): $0 for NTF funds, $30 for non-NTF funds such as Vanguard and DFA
  • Unit Investment Trusts (Sell Orders): $30
  • Precious Metals (Sell Orders): <$50k = 1.45%, $50k-$250k = 0.50%, >$250k = 0.38%
  • Wire Fee = $30 Maximum
  • Overnight Check Fee = $8
  • IRA Closeout Fee = $125
  • Non-Retirement Full TOA Fee = $75 (ACAT only)
  • Block Trading Fee: $5 per executed trade using block trading services

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet.
If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.