One Day In July LLC, based out of Burlington, VT, is a reputable investment advisory firm with a strong presence in the financial market. With over 620 individual clients and an impressive $587,450,000 in assets under management, they have established themselves as a trusted partner for wealth management. With four offices strategically located, the firm caters to a diverse range of clients seeking professional guidance.
Although 401K and individual accounts account for less than 30% of their assets, One Day In July LLC has the expertise to manage employer funds as well. An impressive 98% of the assets they oversee are managed di...
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Assets Under Mgmt
$587.45M
Investment Professionals
12
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.