Software Development

Fee Disclosure

Evaluate whether the substance of fee and cost disclosures is complete, accurate, and not misleading across advisory, brokerage, fund, and retirement plan contexts. Use when the user asks whether Form ADV Item 5 fee content is adequate, prospectus fee table format, Reg BI cost disclosure content, 12b-1 fee transparency, revenue sharing arrangements, wrap fee program cost-effectiveness, or ERISA 408(b)(2)/404a-5 fee disclosure content. 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', or 'indirect compensation'. (For which disclosure documents must exist and when they are delivered, use client-disclosures.)

Publisher / source

JoelLewis/finance_skills (found on skills.sh)

Upstream record

JoelLewis/finance_skills

Version

Version 3

Published

2026-11-03

Publication review

Approved for publication · recorded passed scan 2026-11-03

Content fingerprint

6fa43d642626c02ba6b5c47b2f632813c1ca0f142fac0f70c69f07bcd4038a3d