One Day In July is rooted in a singular sense of fiduciary responsibility. This philosophy carries naturally into environmental investing, enhancing our relationship with like-minded investors.
Many funds that emphasize environmental, social, and governance (ESG) factors have neither the track record nor the scale to make them viable options for our portfolios. Our goal is, and has always been, to help cut through the noise to find meaningful ways to invest in solid - and solidly performing - index funds. We apply the same criteria when selecting funds for our environmental strategies.
Assets in this Tier |
Annual Advisory Fee |
|---|---|
| $0 - $2,000,000 | 0.5% for assets in this level |
| $2,000,001 - $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 |
Investment accounts are held at Charles Schwab, and clients are able to view their accounts online through the Charles Schwab portal. We will work with Schwab to ensure your account transfers from other financial firms are as seamless as possible. Assets can often be transferred over your Schwab account in kind.