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One Day In July LLC

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Total assets under management

$1,089,449,663

More info

Total clients

1,218

27% high-net worth

Total advisors

10

of 20 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

122

Average account size

$894,458

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops Portfolio management for non-profits

Fee options

Percentage

$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

Other

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

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

One Day In July LLC

77 College St. #3 A

Burlington VT 05401, United States

Number of offices

6

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website (802) 503-8280

Advisors at this firm

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Matthew M

CFA®, Series 65

Burlington, VT

One Day In July LLC
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Nancy W

Series 65

Hanover, NH

One Day In July LLC
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John B

Series 65

Burlington, VT

One Day In July LLC
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Jennifer M

Series 65

Burlington, VT

One Day In July LLC
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John S

Series 65

Burlington, VT

One Day In July LLC
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Caroline R

Series 65

Burlington, VT

One Day In July LLC
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Christopher M

Series 65

Burlington, VT

One Day In July LLC
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Kevin M

Series 65

Burlington, VT

One Day In July LLC
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Burta K

Series 65

Burlington, VT

One Day In July LLC
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William K

Series 63, Series 65

Vergennes, VT

One Day In July LLC
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Seth G

Series 65

Morrisville, VT

One Day In July LLC
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Daniel C

Series 65

Burlington, VT

One Day In July LLC
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Carrie M

Series 65

Rochester, VT

One Day In July LLC
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Call (201) 292-4557

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