Derick Kann is a CFP, ChFC-designated registered investment advisor at Index Fund Advisors, INC., based in Austin, TX, with 23 years of industry experience. Derick 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
1250 S. Capital of Texas Highway, Bldg. 3, Suite 400, Austin, TX, 78746
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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
USAA Financial Planning Services
USAA Investment Management Company
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
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