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.
|Firm||Always Follows Fiduciary Standard||Registered Investment Advisor||Registered Broker-Dealer|
|One Day In July|
"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.
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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.
Bennington, VT Financial Advisor
Available for meetings in Bennington, VT and surrounding area.
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