Kaitlin
Bensel
One Day In July LLC
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About this Advisor
Kaitlin Bensel is a financial advisor operating in Burlington, Vermont with a total of 4 years of relevant experience. Bensel is on the advisory team at One Day In July LLC. Throughout their career, they have worked at One Day In July LLC, Fairfield University, Villanova University, Dean College - Acuho, Villanova University - College Of Arts & Sciences, Roger Williams University, Office Of Residence Life, Roger Williams University, Math & Writing Resource Center, Living In Fulfilling Environments, Inc, Roger Williams University- College Of Arts & Sciences and Roger Williams University - College Of Arts & Sciences. Bensel holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Vermont. One Day In July LLC is a registered investment business that has its headquarters in Burlington, VT. The firm has offices in three locations and a total of 18 advisors. It handles $588 million in assets under management among its 2,525 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm advises 10 charities and foundations. Of its 2,525 customer accounts, 25% are associated with high-net-worth investors who have more than $1 million in assets. One Day In July LLC provides a number of services, such as 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 charged by financial advisors largely vary depending on the services. Fee types billed by One Day In July LLC may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Kaitlin Bensel Work History
Kaitlin has been registered as a financial advisor for 4 years.*
One Day In July LLC
One Day In July LLC
Fairfield University
Villanova University
Dean College - Acuho
Villanova University
Villanova University - College Of Arts & Sciences
Living In Fulfilling Environments, Inc
Roger Williams University, Office Of Residence Life
Roger Williams University, Math & Writing Resource Center
Roger Williams University- College Of Arts & Sciences
Roger Williams University - College Of Arts & Sciences
*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 Kaitlin Bensel 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
Shaftsbury, VT
Essex, CT
Burlington, VT
Burlington, VT
Shelburne, 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.
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