Seth Gillim
Advisor at One Day In July LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
One Day In July LLC
Location
Burlington, VT 05401
Credentials
Series 65
Industry experience
1 year
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Portfolio management for non-profits
Fee options
$0 - $600,000: 0.75% $600,001 - $2,500,000: 0.50% $2,500,001 - $23,600,000: 0.25% $23,600,001 - $117,800,000: 0.125% $117,800,001+: Negotiable
Account minimum: $60,000 (combined Account minimum, may be waived at ODIJ's discretion) Minimum fee: $1,200 minimum annual Advisory Fee for Custodian-Linked Accounts (non-529), billed monthly in equal installments Fee-only: Annual Advisory Fee for Held-Away and 529 Accounts at a flat 0.50% of assets
Work history
One Day In July LLC
2024 - Present (2 years)
One Day In July LLC
2024 - 2024 (1 year)
Propgate, PBC
2022 - 2024 (2 years)
High Fidelity, Inc
2018 - 2022 (4 years)
The University of Vermont
2017 - 2018 (1 year)
The Intervale Center
2010 - 2017 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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William Barton is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 26 years of experience in the financial services industry, providing clients with personalized wealth management strategies and financial planning. William focuses on assisting clients with complex decisions, including retirement and education planning, business transactions, family legacy structuring, and tax minimization. He holds a Bachelor's Degree from Susquehanna University and has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). William is also a member of the CFA Institute of Boston and the Financial Planners Association. Outside of his professional role, William enjoys spending time with his family and engaging in activities such as skiing, golfing, mountain biking, and hiking.
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