Jeffrey Sims is a CFP-designated registered investment advisor at Index Fund Advisors, INC., based in Irvine, CA, with 6 years of industry experience. Jeffrey 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, 92612-6566
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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
Stifel, Nicolaus & Company, IncorporatedBroker
Commonwealth Financial NetworkBroker
Wedbush Securities INC.Broker
State Registrations1 state
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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