Index Portfolio Advisors offers personalized investment management and financial planning services. They tailor investment advice to individual needs, focusing on long-term investment strategies based on Modern Portfolio Theory. Client assets are primarily invested in no-load passive and index-type mutual funds and exchange-traded funds. They also offer access to a Certified Financial Planner for more comprehensive financial planning.
Assets Under Management$13M
Clients41
Advisors1
Avg. per Client$320K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.25% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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