Index Wealth Advisors (IWA) offers investment advisory services, focusing on portfolios of passively managed or index mutual funds. IWA tailors investment advice to match each client's ability to manage risk, considering time horizon, liquidity needs, income, savings, investment knowledge, and risk attitude. IWA provides quarterly performance reports and portfolio reviews, rebalancing when necessary. Hourly planning services are available on a case-by-case basis for clients without investment advisory assets.
Assets Under Management$33M
Clients116
Advisors2
Avg. per Client$280K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.55% |
| $100K - $250K | 1.25% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.60% |
Advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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