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Fee disclosure: completeness and accuracy v1.0.0

Use this resource to check that fee communications are complete and not misleading

New

  • 348 downloads
  • 159 likes
  • 142 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install fee-disclosure-review

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent reviews the fees described in the documents: Form ADV, prospectus fee tables, Reg BI costs, distribution fees, revenue sharing, wrap fee programs and ERISA fees. It flags layers of fees that are missing or poorly presented. The regulatory status is dated June 2026 and should be verified.

Mostly picked by

Updated November 2, 2026

Card for the “Fee disclosure: completeness and accuracy” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: required content for Form ADV Item 5, Form CRS, prospectuses and ERISA
  • SKILL.md: covered cases (12b-1 fees, revenue sharing, wrap fee programs, all-in cost)

Good fit for

  • You are reviewing an adviser brochure before publishing it
  • You are checking whether a commission must appear in a client document

Not for

    Tags

    • fees
    • transparency
    • Form ADV
    • compliance

    About

    You say

    “Are our fees fully disclosed in the brochure, including revenue sharing and 12b-1 fees?”

    Card for the “Fee disclosure: completeness and accuracy” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to check that fee communications are complete and not misleading
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md13.9 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/compliance/skills/fee-disclosure
    Licence
    MIT

    Notice

    « fee-disclosure » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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