Assets Under Management
$5.3B
Number of Clients
2,403
Number of Advisors
16
Average Client AUM
$2.2M
AUM per Advisor
$333.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Index Fund Advisors, Inc. (IFA) offers discretionary investment advisory services focusing on passively managed or index mutual and exchange-traded funds. Services are tailored to individual risk capacity and include investment-related tax management, behavioral finance advice, and portfolio implementation. IFA also offers financial planning and referral services.
| Assets Under Management | 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% |
Advisory fee is negotiable at the sole discretion of IFA. Discounts are given for families, groups, associations, and for competitive reasons.
19200 Von Karman Ave, Suite 150, Irvine, CA, 92612-6566