Fidelity Advisor IRA tteent o Fees
Fidelity Advisor
IRA Statement of Fees
For more information about IRA fees and expenses, contact your financial advisor.
Fidelity Advisor IRA* Traditional IRA, Roth IRA, Rollover IRA, SEP-IRA, and SARSEP-IRA
IRA Annual Custodial Fee
$10 for each Fidelity Advisor IRA you own
Custodial Fees will be automatically deducted from your IRA account when due, generally in the fourth quarter. Customers with aggregate account balances of $50,000 or greater on the valuation date prior to the fee collection will not be charged the Custodial Fee. Aggregate balances include retirement and nonretirement accounts held by Fidelity Investments Institutional Operations Company LLC Employer-sponsored plan assets in the Fidelity Advisor 401(k) program (or other similar intermediary-sold programs) are excluded. This fee waiver will not apply to IRA accounts that are liquidated prior to the valuation date. Such accounts will be charged the annual custodial fee at the time of liquidation. Overnight Check Fee: A $20 fee will be withheld from the distribution check sent to you if you request a distribution to be sent using Fidelity's overnight delivery service. This is applicable for both retirement and nonretirement mutual fund accounts.
Fidelity Advisor Funds Fees & Expenses
Class A and M shares are subject to a maximum front-end sales charge of 5.75% and 4.00% on purchases, respectively. Class C shares are subject to a maximum contingent deferred sales charge of 1.00% on shares held less than 12 months. All shares are also subject to the annual expenses of the fund and share class. For more information on the fees and expenses associated with Fidelity Advisor shares, review your prospectus.
*This statement of fees applies only to Fidelity Advisor IRA for former Destiny Planholders.
The trademarks and service marks appearing herein are the property of FMR LLC.
Fidelity Investments Institutional Operations Company LLC
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