Gordon Shuler is a registered investment advisor at Index Fund Advisors, INC., based in Irvine, CA, with 22 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,159 clients with $5.9B 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% |
Fees are negotiable at the sole discretion of the firm. Sub-advisory arrangements may incur additional fees ranging from 0% to 0.18% depending on asset type.
Fee Estimator
Location
19200 Von Karman Ave, Suite 150, Irvine, CA, 92612
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 →Employment History
Current Registrations
Index Fund Advisors, INC.
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.
Exams
More Advisors
- Jeffrey Sims, CFPIndex Fund Advisors, INC.
- Daniel Chong, CFPIndex Fund Advisors, INC.
- Denise Delaney, CFPIndex Fund Advisors, INC.
- Myron Mcdonald, ChFCEagle Strategies LLC
- Patricia Vasquez, CFPAdvanced Financial Strategies INC
- James Meussner, CFPCreative Planning