One Day In July
|Low advisory fees (see pages 5 and 6 here on Fisher's securities disclosure).||
See our fees here
|Focuses investments on low-cost index funds|
|No call centers|
|Clients can easily meet with Advisor in person|
|Convenience of local offices|
|Firm generally does not practice stock picking|
|Firm acts as a fiduciary to clients|
|Firm does not sell annuities|
|Financial planning available to clients|
From time to time, One Day In July refers complex financial planning cases to a third-party financial planner. Find more information on our Financial Planning services here.
"Fisher Investments" is a registered trademark of Fisher Asset Management LLC.
Shelburne, VT 05482
Burlington, VT 05401