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Vanguard fees
Old 04-19-2021, 08:32 AM   #1
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Vanguard fees

Sorry for the dumb question, I'm trying to see how much we are paying in fees for our account and I'm not seeing that on the statement or a tab for that on the account overview screen. Can anyone help?
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Old 04-19-2021, 08:37 AM   #2
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I’ve never tried to see what we pay in dollars, but while you’re logged in to your account, IIRC if you do a Portfolio Watch (or whatever it’s named these days) you will see the aggregate % fees you’re paying (as compared to market fees?). As you probably know, you can see the % fees for all your individual holdings as well in each funds info.
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Old 04-19-2021, 08:40 AM   #3
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Asset Mix > Portfolio Watch

Your investment cost is shown in the chart on the lower right
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File Type: jpg Cost.JPG (21.7 KB, 39 views)
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Old 04-19-2021, 08:42 AM   #4
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Quote:
Originally Posted by REWahoo View Post
Asset Mix > Portfolio Watch

Your investment cost is shown in the chart on the lower right

Quote:
Originally Posted by Midpack View Post
Iíve never tried to see what we pay in dollars, but while youíre logged in to your account, IIRC if you do a Portfolio Watch (or whatever itís named these days) you will see the aggregate % fees youíre paying (as compared to market fees?). As you probably know, you can see the % fees for all your individual holdings as well in each funds info.

Thank you both, it looks to be .04%.
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Old 04-19-2021, 09:33 AM   #5
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Any idea on how to check rate of return on a Charles Schwab account?
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Old 04-19-2021, 09:37 AM   #6
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Quote:
Originally Posted by SmallCityDave View Post
Sorry for the dumb question, I'm trying to see how much we are paying in fees for our account and I'm not seeing that on the statement or a tab for that on the account overview screen. Can anyone help?
IIRC, the expense ratio of each fund is shown next to the position on the Balances and Holdings page.
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Old 04-19-2021, 11:08 AM   #7
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Any idea on how to check rate of return on a Charles Schwab account?
Here's the link:

https://client.schwab.com/accounts/p...rformance.aspx

You can also just click portfolio performance under the Accounts tab.
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Old 04-19-2021, 02:39 PM   #8
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Here's the link:

https://client.schwab.com/accounts/p...rformance.aspx

You can also just click portfolio performance under the Accounts tab.

I don't see that option.
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Old 04-19-2021, 02:41 PM   #9
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