Index Financial Advisors offers investment management, financial planning, and financial consulting services. Investment management is based on individual goals and uses Modern Portfolio Theory and index investing. Financial planning helps clients define and achieve their financial goals. Financial consulting is offered on a project basis for specific financial decisions. Index Financial Advisors acts as a fee-only advisor, meaning they are only compensated by client fees.
Assets Under Management$110M
Clients23
Advisors1
Avg. per Client$4.7M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.50% |
| $2.5M - $5.5M | 0.25% |
| $5.5M+ | 0.13% |
Fees are negotiable and the minimum fee and account size may be reduced based on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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