Edmund
Van Eyck
One Day In July LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Edmund Van Eyck is a financial advisor based in Shaftsbury, Vermont. Van Eyck is an employee of One Day In July LLC. The advisor has gained experience at One Day In July LLC and The Fairbank Group. Van Eyck maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Vermont. One Day In July LLC is an advisory business that has its headquarters in Burlington, VT. The investment advisory business has offices in three locations and a total of 18 advisors. It oversees $588 million in total assets between its 2,525 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm provides services to 10 charitable organizations. Of its 2,525 client accounts, 25% belong to high-net-worth clients who have greater than $1 million in investable assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars and other services. Fees for financial management largely depend on the type of financial services offered. Fees charged by One Day In July LLC most likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
One Day In July LLC Brokerage Details
$587,450,438
18
2,525
$232,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Edmund Van Eyck Work History
Edmund has been registered as a financial advisor for 0 years.*
One Day In July LLC
The Fairbank Group
The Fairbank Group
The Fairbank Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Edmund Van Eyck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at One Day In July LLC
Burlington, VT
Shelburne, VT
Burlington, VT
Burlington, VT
Shaftsbury, VT
Shelburne, VT
Essex, CT
Burlington, VT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
