Our advisory fees are low and clear, and no one pays us other than the client.
Assets in this Tier |
Annual Advisory Fee |
---|---|
$0 - $600,000 | 0.75% for assets in this level |
$600,001 - $2,500,000 | 0.50% for assets in this level |
$2,500,001 - $23,600,000 | 0.25% for assets in this level |
$23,600,001 - $100,000,000 | 0.125% for assets in this level |
When One Day In July manages a 401k plan, the fees above apply to the entire plan's balance, not to each employee.
For further information regarding fees, please refer to our Form ADV Part 2A, Items 5A-5D.