Our advisory fees are low and clear, and no one pays us other than the client.
Assets in this Tier
Annual Advisory Fee
|$0 - $2,100,000||0.5% for assets in this level|
|$2,100,001 - $20,000,000||0.25% for assets in this level|
|$20,000,001 - $100,000,000||0.125% for assets in this level|
|$100,000,001 and above||0.0625% 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. The annual fee for Plans entails a minimum Plan Fee of $550.
For further information regarding fees, please refer to our Form ADV Part 2A, Items 5A-5D.
Shelburne, VT 05482
Burlington, VT 05401