William Koster is a registered investment advisor at One Day in July LLC, based in Vergennes, VT, with 12 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,381 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 0.75% |
| $600K - $2.5M | 0.50% |
| $2.5M - $23.6M | 0.25% |
| $23.6M - $117.8M | 0.13% |
| $117.8M+ | 0.13% |
Fees negotiable for assets over $117,800,000. For Held-Away and 529 Accounts, the annual Advisory Fee is charged at a flat rate of 0.50%.
Fee Estimator
Location
206 Main Street, Vergennes, VT, 05491
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William serves on the Board of Directors for the Lake Champlain Maritime Museum since 2019, and also acts as Treasurer and manages the museum's endowment. He dedicates a few hours per week to this role and receives no compensation.
Employment History
Current Registrations
One Day in July LLC
Previous Registrations
Wells Capital Management INC
Strong Capital Management INC
State Registrations1 state
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