Index Fund Advisors (IFA) offers customized investment management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other types of business entities. IFA primarily recommends passively managed open-end mutual funds and exchange-traded funds. IFA also offers financial planning and referral services, including estate, trust, and insurance services.
Assets Under Management$5.3B
Clients2,403
Advisors17
Avg. per Client$2.2M
Avg. per Advisor$310M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.45% |
| $4.0M - $6.0M | 0.30% |
| $6.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
The advisory fee is negotiable at the sole discretion of IFA. IFA includes related accounts when determining asset level for the calculation of advisory fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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