One Day In July
|Low advisory fees (see Edward Jones' various fee statements in these documents)||
See our fees here
|Primarily recommends low-cost index funds|
|Acts as a fiduciary to clients in 100% of firm's accounts|
|Firm does not use A shares (which have sales charges)|
|Firm does not use proprietary funds (which may involve a conflict of interest)|
|Firm does not participate in mutual fund revenue sharing agreements|
|Firm does not sell actively managed funds|
|Firm does not sell annuities|
|Clients have the option to meet with Advisor in person|
Get Started Today.
Shelburne, VT Financial Advisor
145 Pine Haven Shores Road, Suite 2212
Shelburne, VT 05482
Chesterbrook, PA 19087
Burlington, VT Financial Advisor
Burlington, VT 05401
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding areas.
Bennington, VT Financial Advisor
Available for meetings in Bennington, VT and surrounding areas.
v 2.3.48 | © One Day In July LLC. All Rights Reserved.