Our fees are low and clear. We are fee-only financial advisors.
(802) 503-8280 • welcome@onedayinjuly.com
| Total Assets Under Management | Annual Advisory Fee |
|---|---|
| $0 - $600,000 | 0.75% for assets in this level |
| $600,001 - $2,500,000 | 0.50% for assets in this level |
| $2,500,001 - $23,600,000 | 0.25% for assets in this level |
| $23,600,001 - $100,000,000 | 0.125% for assets in this level |
A minimum annual fee applies.
One Day In July has a $60,000 client minimum.
Asset tiers include all Custodian-Linked accounts1 per client. The minimum yearly fee is $1,200 per client, not per account (this is an overall minimum, not "in addition to" the percentage fee). A couple is generally considered one client. Certain retirement plan accounts or 529 accounts are billed a flat rate 0.50% fee regardless of the client asset level. The fee calculator tool is intended to calculate the blended advisory fee rate for a given level of assets based on the standard fee schedule displayed above. The calculator assumes that all assets reside in Custodian-Linked accounts. The specific advisory fee that One Day In July charges each client is established in a client's written agreement with One Day In July.
For further information regarding fees, please refer to our Form ADV Part 2A, Items 5A-5D.
1. Custodian-Linked accounts generally include brokerage accounts, trust accounts, and various types of Individual Retirement Accounts (IRAs) including rollovers from workplace retirement plans (e.g. 401k rollovers).
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