Our fees are low and clear. We are fee-only fiduciary financial advisors.
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The minimum yearly fee is $1,000 per client.
Enter your assets below to calculate what your estimated annual advisory fee rate would be as a One Day In July client.
One Day In July has a $50,000 client minimum.
Asset tiers include all Custodian-Linked accounts1 per client. The minimum yearly fee is $1,000 per client, not per account (this is an overall minimum, not "in addition to" the percentage fee). A couple is generally considered one client. Certain retirement plan accounts or 529 accounts are billed a flat rate 0.50% fee regardless of the client asset level. The fee calculator tool is intended to calculate the blended advisory fee rate for a given level of assets based on the standard fee schedule displayed above. The calculator assumes that all assets reside in Custodian-Linked accounts. The specific advisory fee that One Day In July charges each client is established in a client's written agreement with One Day In July.
When One Day In July manages a 401k plan, the fees above apply to the entire plan's balance, not to each employee. Non One Day In July fees are charged by, and paid only to, the custodian such as Schwab.
For further information regarding fees, please refer to our Form ADV Part 2A, Items 5A-5D.
1. Custodian-Linked accounts generally include brokerage accounts, trust accounts, and various types of Individual Retirement Accounts (IRAs) including rollovers from workplace retirement plans (e.g. 401k rollovers).