In most cases, fees for the funds we recommend average 1/10th of one percent or less.
Our advisor fees are low and clear, and no one pays us other than the client.
By analyzing your current plan, we can help bring light to your current fee structure.
We have conversion specialists on staff who have human resource experience.
We will assess the compatibility of your current payroll provider with the best 401k / 403b plan providers.
Our approach rests on Nobel Prize-winning research and decades of empirical academic research.
We help employees start and stay in a long-term investment model.
401k and 403b plans provide employers and employees with a pre-tax opportunity to save for retirement.
Many people don't realize this, but the trustee of a 401k plan is personally liable for the plan.
In some plans, the TPA and the Recordkeeper are rolled together as one. TPA fees, like others, can vary greatly.
We offer independent advice to businesses and non-profits.
As a Fiduciary, we hold a legal and ethical relationship of trust with our clients, and we take that trust seriously.
Shelburne, VT Financial Advisor
145 Pine Haven Shores Road, Suite 2212
Shelburne, VT 05482
Chesterbrook, PA 19087
Burlington, VT Financial Advisor
Burlington, VT 05401
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding area.
Bennington, VT Financial Advisor
Available for meetings in Bennington, VT and surrounding area.
v 2.3.45 | © One Day In July LLC. All Rights Reserved.