Where do I find my overall performance and fee breakdown?
Brokerage platforms often hide overall performance metrics like year-to-date or annualized returns, leaving investors unable to see how their portfolio is actually doing. At the same time, clear details on exact fee amounts and how those payments are collected remain completely opaque.
What people tried
Every workaround mentioned in the threads below. We haven’t tested any of them — and nobody here is claiming they worked.
- 1Asking the financial advisor for information directly
- 2managing your own money to avoid advisory fees
In their words
Unedited, grouped by where they were said, most upvoted first within each place, each linked to the thread it came from.
r/personalfinance2 people · September 2026 – October 2026
“Do they cause a tax event and sell something just so they can get paid through your portfolio? Do they get paid through dividends/interest on a portfolio? Send you an invoice? How does the payment work?”source ↗
thefinancejedi · r/personalfinance · 3 upvotes
Where this came up
People with this problem also raised
- 9Is my financial advisor's pitch a scam?
- 4How to track historical contribution basis when rolling over a Roth 401k
- 6How are you actually supposed to spend invested money?
- 2Why do "fee-only" financial advisors still require AUM fees?
- 11Is paying a 1% wealth management fee actually worth it?
- 6How to find a judgment-free financial advisor for mid-life wealth building