Caroline Russell is a registered investment advisor at One Day in July LLC, based in Burlington, VT, with 1 years of industry experience. Caroline 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
77 College St, Suite 3A, Burlington, VT, 05401
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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 →Employment History
Current Registrations
One Day in July LLC
State Registrations1 state
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