Kerrie Doughty-Lloyd is a registered investment advisor at Index Fund Advisors, INC., based in Irvine, CA, with 14 years of industry experience. Kerrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,403 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
19200 Von Karman Ave, Suite 150, Irvine, CA, 92612-6566
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kerrie maintains a collaboration website and app (CollaborApp) for individuals searching for solutions for special needs family members, spending minimal time on it. Kerrie also holds a life, variable, accident and health insurance license in California, which is investment-related and requires continuing education.
Employment History
Current Registrations
Index Fund Advisors, INC.
Previous Registrations
Prudent Investors Network, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Chalice Capital Partners, LLCBroker
Dreyfus Service CorporationBroker
American Century Investment Services INC.Broker
Wells Fargo Securities INC.Broker
Sanford C. Bernstein & CO., INC.Broker
Newport Securities CorporationBroker
Lehman Brothers INC.Broker
Newport Securities CorporationBroker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.