Originally Posted by
⌐ AV8OR WANNABE
As far as brokerage fees, the Fidelity person I spoke to told me that in our plan (ups) we do not get charged anything for the brokerage account (yearly fees, maintenance fees, etc) - as far as trading it would be 10.95/trade up to 1,000 shares. Do you know of other brokerage fees?
It is certainly true that Fidelity charges us no fees as a line item.
My research into this has shown that the expense ratios of the core accounts are raised. If you find an ETF or even a mutual fund you like that's comparable to the core account fund, it's likely you'll find a significantly higher expense ratio within the core accounts.
Will this offset the trading fees you'll pay within the brokerage link? At a certain account value, yes. For me, that value was at around $20k account balance.