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One Day In July
Categories
Financial Advisors & Services Investment Management
About
One Day In July is proud to serve individuals, families, and institutions across the St. Petersburg community as a fee-only, dedicated fiduciary firm. We provide personalized investment management and financial advice tailored to your long-term goals.
Being a fiduciary means your best interest always comes first. We do not accept commissions on or sell proprietary financial products or participate in mutual fund revenue-sharing agreements. By taking payments exclusively from our clients, we eliminate the common conflicts of interest that plague the financial industry.
While market economies have generated strong long-term returns, high financial fees often quietly erode investor wealth behind the scenes. High advisory and fund fees create a substantial compounding drag on your net worth over time. One of our core commitments is helping investors drive down overall expenses so you keep more of what you earn.
We believe in real human relationships, not call centers or automated trading algorithms. Our team makes all investment decisions in-house and welcomes in-person meetings for our clients. Whether navigating market surges or downturns, you always have direct access to a dedicated advisor who knows your financial picture and is here to keep your plan on track.
Additional Info
Operating without product-sales incentives, the firm eliminates common conflicts of interest by receiving payment exclusively from clients. One Day In July focuses on reducing unnecessary investment fees, offering in-house decision-making, and delivering direct, long-term advisor relationships.
Pet Friendly : No
Membership Type
MarketWise - New Membership
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