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TRANSPARENT & SIMPLE
FEE STRUCTURE

At RetireSimply®, we believe in keeping things straightforward. Our fee-based approach ensures you always know what you're paying—without hidden costs, commissions, or surprises.
 

We charge an annual advisory fee based on the assets we actively manage for you at Fidelity. Our fees are structured as follows:

No Trading Costs

No Commissions

No Loaded Funds

Annual Advisory Fees

Your investments deserve personalized attention. Our team is committed to actively managing your portfolio with a focus on long-term growth, risk management, and financial simplicity.

$0- $500,000

1.25%

$1,000,001- $3,000,000

0.90%

$501,000- $1,000,000

1%

$3,000,000 +

0.80%
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