Low Fees

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 by investing in solid - and solidly performing - index funds. We apply the same criteria when selecting funds for our environmental strategies.

Our 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

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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.

Asset tiers include all accounts held in a household combined. The minimum yearly fee is $550 per household, not per account (this is an overall minimum, not "in addition to" the percentage fee). Certain 401k, 403b or 529 plan accounts are a flat rate 0.5% fee regardless of the household asset level.
When One Day In July manages a 401k or 403b plan, the fees above apply to the entire plan's balance, not to each employee. Non One Day In July fees within employee retirement plans are charged by, and paid only to, the custodian such as Schwab.

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