HOW-TO GUIDE Complete Reference

Understanding Brokerage Fees: Every Fee Explained

"Commission-free" doesn't mean free. Here's every fee brokers charge—the obvious ones, the hidden ones, and the ones they hope you never notice.

The Four Categories of Broker Fees

💹
Trading Fees
Per-trade costs
📊
Account Fees
Ongoing charges
💰
Financing Fees
Margin & borrowing
👻
Hidden Costs
What they don't advertise

Trading Fees

These are the costs you pay each time you buy or sell. Most are now $0, but not all.

Stock & ETF Commissions

Good news: virtually every major broker offers $0 commission stock and ETF trades. This includes Fidelity, Schwab, E*TRADE, Robinhood, Webull, and more.

Exception: Interactive Brokers Pro charges $0.005/share (minimum $1). This is actually better for large orders because they don't use payment for order flow.

Options Contract Fees

Broker Per Contract Notes
Robinhood $0 Truly free
Webull $0 Truly free
Public.com $0 + rebates May get paid on some orders
Firstrade $0 Truly free
E*TRADE $0.50 - $0.65 $0.50 with 30+ trades/quarter
Fidelity $0.65 No volume discount
Schwab $0.65 No volume discount
Tastytrade $1 open / $0 close Capped at $10/leg
IBKR $0.15 - $0.65 Tiered pricing

Mutual Fund Fees

While ETFs trade free, mutual funds may carry transaction fees:

  • Fidelity: $0 for Fidelity funds, $0-$49.95 for others
  • Schwab: $0 for Schwab funds, $0-$49.95 for others
  • Vanguard: $0 for most funds

Stick to your broker's own funds or their "no transaction fee" list to avoid these charges.

Regulatory Fees

Every stock sale incurs tiny SEC and FINRA fees—typically fractions of a penny per share. Brokers pass these through, but they're negligible (maybe $0.02 on a $1,000 trade).

Account Fees

These are ongoing charges for maintaining your account.

Account Maintenance Fees

Good news: most brokers have eliminated annual or monthly account fees. However, some still exist:

  • IRA custodial fees: Some brokers charge $25-$50/year for IRA accounts. Fidelity, Schwab, and Vanguard don't.
  • Inactivity fees: Rare now, but some brokers charge if you don't trade for 12+ months.
  • Paper statement fees: $1-$5/month if you want physical statements mailed.

Premium/Subscription Fees

  • Robinhood Gold: $5/month (margin, higher APY, IRA match)
  • Webull Premium: $40/year (lower margin, IRA match, Level 2)
  • Moomoo subscriptions: Various tiers for data and features

Transfer & Closure Fees

Broker Outgoing ACAT Account Closure
Fidelity $0 $0
Interactive Brokers $0 $0
Schwab $50 $0
E*TRADE $75 $0
Robinhood $100 $0
Webull $75 $0

Financing Fees

These apply when you borrow money from your broker.

Margin Interest

If you borrow money to buy securities, you pay interest on the loan. Rates vary wildly:

  • Public.com: 4.9% (lowest in industry)
  • Robinhood Gold: 5.75%
  • Interactive Brokers: 5.83% (lower for larger balances)
  • Fidelity: 10.575%
  • Schwab: 10.00%

On a $50,000 margin balance, the difference between 4.9% and 10.575% is $2,838/year. This is one of the most underappreciated costs in investing.

Short Selling Fees

To short a stock, you borrow shares. The "hard to borrow" fee depends on how scarce the stock is:

  • Easy to borrow (Apple, Microsoft): 0.25-1% annually
  • Hard to borrow (meme stocks): 20-100%+ annually

Hidden Costs

These are the fees that don't appear on any schedule but definitely cost you money.

Payment for Order Flow (PFOF)

When brokers sell your orders to market makers, you may get slightly worse execution prices. Research suggests this costs $0.01-$0.02 per share on average. On 1,000 shares, that's $10-$20 you didn't know you paid.

Brokers without PFOF: Fidelity, IBKR Pro, Public.com, Vanguard

Cash Sweep Rate Spread

Your uninvested cash earns interest—but brokers often pay far below market rates:

  • Schwab: ~0.45% (while earning 4%+ themselves)
  • E*TRADE: ~0.55%
  • Fidelity: ~2.7% (better, but still a spread)
  • Robinhood Gold: 3.25%
  • High-yield savings: 4%+ (benchmark)

On $50,000 cash, the difference between 0.45% and 4% is $1,775/year in lost interest.

Foreign Exchange Fees

Trading international stocks often incurs currency conversion fees of 0.5-1%. This is on top of any ADR fees for American Depositary Receipts.

Expense Ratios (Funds)

While not a broker fee, the expense ratios of funds you buy matter enormously:

  • Index funds: 0.03-0.10% annually
  • Actively managed funds: 0.50-1.50% annually

On $100,000, that's $30-$100 vs $500-$1,500 per year. This compounds over decades.

Total Cost Calculator

Here's a realistic annual cost comparison for a $100,000 portfolio:

Annual Cost Comparison ($100K Portfolio)

Fee Type Low-Cost Setup High-Cost Setup
Trading commissions $0 $0
Options (50 trades/yr) $0 $65
Cash drag ($10K uninvested) $75 $355
Margin interest ($25K) $1,225 $2,644
Fund expense ratios $50 $750
TOTAL $1,350 $3,814

Low-cost: Public margin, Robinhood Gold APY, index funds. High-cost: Schwab cash yield, Fidelity margin, active funds.

The Bottom Line

The biggest fees aren't trading commissions—they're margin interest, cash sweep spreads, and fund expense ratios. A $0 commission broker can still cost you thousands in hidden fees.

To minimize total costs:

  • Choose low-cost index funds (0.03-0.10% expense ratio)
  • Use a broker with competitive cash yields (3%+)
  • If using margin, shop for the lowest rate (Public 4.9%, IBKR 5.83%)
  • Consider PFOF-free brokers for large trades

The broker with the best headline marketing often isn't the cheapest. Look at total cost of ownership.

Compare Total Broker Costs

See all fees, rates, and hidden costs side by side.

Full Broker Comparison