|Total Assets Under Management||Annual Advisory Fee|
|$0 - $2,100,000||0.75% for assets in this level|
|$2,100,001 - $20,000,000||0.375% for assets in this level|
|$20,000,001 - $100,000,000||0.188% for assets in this level|
|$100,000,001 and up||0.094% for assets in this level|
Financial firms charge clients in many different ways. At One Day In July you pay us one, asset based advisory fee. See a list of different fees financial firms may charge here.
Asset tiers include all accounts in a household combined. The minimum yearly fee is $1000 per household, not per account (this is an overall minimum, not "in addition to" the percentage fee). Certain retirement plan accounts or 529 accounts are a flat rate 0.75% 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 are charged by, and paid only to, the custodian such as Schwab.
For further information regarding fees, please refer to our Form ADV Part 2A, Items 5A-5D.
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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.
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