Index Fund Advisors provides customized investment management and wealth planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm specializes in creating globally diversified portfolios primarily using passively managed mutual funds and exchange-traded funds, drawing on Modern Portfolio Theory and multi-factor models. Index Fund Advisors tailors each portfolio to the client's risk capacity and provides continuous quarterly monitoring, rebalancing, and tax-loss harvesting. In addition to investment management, the firm offers wealth services including retirement planning, college savings projections, and charitable giving guidance, along with tax services through a separate division. Index Fund Advisors may also utilize sub-advisers like Dimensional Fund Advisors to manage certain client accounts.
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.