Our advisory fees are low and clear, and no one pays us other than the client.
Assets in this Tier |
Annual Advisory Fee |
|---|---|
| $0 - $2,100,000 | 0.5% for assets in this level |
| $2,100,001 - $20,000,000 | 0.25% for assets in this level |
| $20,000,001 - $100,000,000 | 0.125% for assets in this level |
| $100,000,001 and above | 0.0625% for assets in this level |
When One Day In July manages a 401k plan, the fees above apply to the entire plan's balance, not to each employee. The annual fee for Plans entails a minimum Plan Fee of $550.
For further information regarding fees, please refer to our Form ADV Part 2A, Items 5A-5D.
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