|Assets in this Tier||Annual Advisory Fee|
|$0 - $2,000,000||0.5% for assets in this level|
|$2,000,001 - $20,000,000||0.25% for assets in this level|
|$20,000,001 - $100,000,000||0.125% for assets in this level|
|$100,000,001 and above||0.0625% for assets in this level|
Asset tiers include all accounts in a household combined. The minimum yearly fee is $500 per household (this is an overall minimum, not "in addition to" the percentage fee). Certain 401k or 529 accounts are a flat rate 0.5% fee regardless of the household asset level.
When One Day In July manages a 401k plan, the fees above apply to the entire plan's balance, not to each employee. Non One Day In July fees, such as trading fees, are charged by, and paid only to, the custodian such as Schwab.