Our fees are low and clear. We are fiduciaries on all accounts, for all clients.
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| Total Assets Under Management | 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 |
Financial firms charge clients in many different ways. At One Day In July you pay us one asset-based advisory fee, or a minimum annual fee. See a list of different fees financial firms may charge here.
The minimum yearly fee is $1200 per client, not per account (this is an overall minimum, not "in addition to" the percentage fee). A couple is generally considered one client. Asset tiers include all Custodian-Linked1 accounts per client. Certain retirement plan accounts are a flat rate 0.50% fee regardless of the client asset level.
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).
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