One Day In July (ODIJ) provides ongoing investment advice based on your financial goals. ODIJ creates a plan and selects a portfolio to match your situation. ODIJ also offers environmental investing strategies. ODIJ representatives provide limited financial planning advice as part of investment advisory services. ODIJ may refer clients to unaffiliated third-party professionals for complex financial planning cases.
Assets Under Management$1.4B
Clients1,381
Advisors13
Avg. per Client$990K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$60K
Planning is included in investment management
Minimum Annual Fee:$1,200
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...