Index Gurus offers personalized financial planning and investment management services. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Index Gurus is a fee-only firm and does not sell commissioned products. Clients make the final decisions on investment selections, and Index Gurus places trades under a limited power of attorney.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $5.0M | 0.01% |
| $5M+ | 0.01% |
Fees and $1,000,000 account minimum may be negotiable. When an account falls below $1,000,000 in value, the minimum quarterly fee of $2,500 may be charged. Clients with assets below the minimum account size may pay a higher percentage rate on their annual fees than the fees paid by clients with greater assets under management.