Index Portfolio Advisors is a registered investment advisor based in Stuart, Florida, providing personalized portfolio management and financial planning services to individuals and high-net-worth clients. Founded in 2014, Index Portfolio Advisors focuses on long-term investment strategies rooted in Modern Portfolio Theory and academic research, believing that markets are fairly efficient and returns are largely driven by strategic asset allocation. Client portfolios are primarily constructed using no-load passive and index-type mutual funds, as well as exchange-traded funds, designed to achieve broad diversification, low turnover, and tax efficiency. Index Portfolio Advisors operates as a registered investment advisor legally required to act in your best interest, selling no products, accepting no commissions, and receiving no 12b-1 fees from fund companies. Index Portfolio Advisors requires the authority to make trades without asking first through a signed agreement. In addition to investment management, Index Portfolio Advisors offers comprehensive financial planning prepared by a Certified Financial Planner, as well as hourly consulting. Index Portfolio Advisors recommends Charles Schwab & Co. as the qualified custodian for client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.25% |
Fees are negotiable based on individual client circumstances. Account values of family members in the same household may be combined.