Our fees are low and clear. We are fee-only fiduciary financial advisors.
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A minimum annual fee applies.
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.
The minimum yearly fee is $1000 per client, not per account (this is an overall minimum, not "in addition to" the percentage fee). A couple is generally considered one client. Asset tiers include all Custodian-Linked1 accounts per client. Certain retirement plan accounts or 529 accounts are a flat rate 0.50% fee regardless of the client 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.
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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