One Day In July's diversified index investment approach uses ETFs to keep fees low and mitigate taxes. As fiduciaries, we work with clients to understand their financial goals and build investment solutions. See how other financial firms compare in the links and below.
There are many complexities that come up when choosing a financial advisor. We put together a list of some of the most impactful areas of financial management to show you how One Day In July compares to some of the largest financial firms. These include fees, portfolio composition and more. Click each firm name below to see the comparisons.
The table below shows the different ways each firm operates. Being registered only as a Registered Investment Advisor means that the firm is always required to follow the Fiduciary Standard. This is not the case when they are dually registered as a Broker-Dealer and an Investment Advisor. Learn more about why it is important to have a Fiduciary Financial Advisor here.
"Edward Jones" is a registered trademark of Edward Jones Investments, "Fisher Investments" is a registered trademark of Fisher Asset Management LLC, "Morgan Stanley" is a registered trademark of Morgan Stanley, "Vanguard" is a registered trademark of The Vanguard Group Inc, "Merrill ," a wholly owned subsidiary of and a registered trademark of Bank of America Corporation, and "Citigroup" is a registered trademark of Citigroup Inc. "Raymond James®" is a registered trademark of Raymond James Financial, Inc.
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