Shareen Balkey is a registered investment advisor at Index Fund Advisors, INC., based in Irvine, CA, with 26 years of industry experience. Shareen 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
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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.
Previous Registrations
Transamerica Investors Securities CorporationBroker
Manulife Asset Management (US) LLC
John Hancock Advisers, LLC
John Hancock Distributors LLCBroker
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Ing Financial Advisers, LLCBroker
State Registrations1 state
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