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fee-disclosure

Guide fee disclosure compliance across advisory, brokerage, fund, and retirement plan contexts. Use when the user asks about Form ADV Item 5 fee schedules, prospectus fee table format, Reg BI cost disclosure obligations, 12b-1 fee transparency, revenue sharing arrangements, wrap fee program costs, or ERISA 408(b)(2) service provider fee disclosure. Also trigger when users mention 'hidden fees', 'total cost to the client', 'are we disclosing all layers of fees', 'expense ratio comparison', 'fee billing in advance vs arrears', 'share class selection', 'indirect compensation', or ask whether fee disclosures are complete and compliant.

JoelLewis
maintainer
JoelLewis
更新日 3/12/2026
スター
35
フォーク
8
quick start

Installation and usage

Guide fee disclosure compliance across advisory, brokerage, fund, and retirement plan contexts. Use when the user asks about Form ADV Item 5 fee schedules, prospectus fee table format, Reg BI cost disclosure obligations, 12b-1 fee transparency, revenue sharing arrangements, wrap fee program costs, or ERISA 408(b)(2) service provider fee disclosure. Also trigger when users mention 'hidden fees', 'total cost to the client', 'are we disclosing all layers of fees', 'expense ratio comparison', 'fee billing in advance vs arrears', 'share class selection', 'indirect compensation', or ask whether fee disclosures are complete and compliant.

インストール
$ install --globalskills.sh
使い方

インストール後、ターミナルで以下のコマンドを実行してこのスキルを使用できます:

skills use fee-disclosure