Successful investing starts with clarity, education, and low fees. We provide clear financial guides and market insights designed to help you make informed decisions and confidently build your wealth.
Joining One Day In July as a client is a seamless, transparent process designed to align with your unique financial goals. Your journey begins with a complimentary initial consultation with a dedicated, fee-only financial advisor who, as a fiduciary, is legally bound to put your interests first. During this introductory meeting, we will discuss your personal financial situation and explore how our tailored investment strategies can work for you. As a local investment advisory firm with national reach, One Day In July prioritizes personal connections and human-to-human care, ensuring you always speak directly with a dedicated professional rather than an automated call center.
Navigating the financial landscape requires the necessary resources. As fee-only fiduciaries, One Day In July is committed to keeping you informed at every stage of your wealth management journey. Passive investing starts with understanding, and our dedicated digital resources are built to simplify your planning, optimize your portfolio strategy, and provide transparency along your investing journey.
Managing your finances effectively means ensuring your accounts adapt to your changing circumstances. At One Day In July, we pair our proactive fiduciary advisory services with Charles Schwab as our primary institutional custodian, giving you a streamlined combination of personalized guidance and a secure wealth management platform. Whether you are navigating important account maintenance on the Schwab interface or steering your investments into a new life stage, our resources help ensure your transitions are smooth, secure, and straightforward.
How Much Does a Typical Financial Advisor Charge?
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Advisory fees are often tiered, so some clients may pay a slightly lower overall annual fee, but it’s common for accounts with less than a few million dollars in assets to be charged north of 1% annually. This is often in addition to other internal investment fees (listed below).
Important Questions to Ask a Financial Advisor
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In addition to the common questions, easily gathered through a Google search, we suggest probing with these four important questions to ask a financial advisor.
What Happens if your Advisor Sells their Business?
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Should you stay with the firm your financial advisor sold to or switch to a different firm? The answer varies and depends on the situation and the firm in question.
Fee-Only vs Fee-Based Financial Advisor
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One Day In July is a fee-only financial advisor. As a registered investment advisory firm, we do not sell products for which we are paid commission.
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