Index Fund Advisors Review


Trust Score 89%
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Index Fund Advisors, federally registered in 2000, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 19 advisors. Index Fund Advisors manages $4 billion and provides investment advisory services for 2,360 clients (1:125 advisor/client ratio).

Index Fund Advisors requires a $100,000 minimum investment and charges a blended rate between 0.90% and 0.20% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 125 clients (industry average 1:50)
  • Firm has been federally registered for only 18 years
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $100,000
Minimum Annual Fee $0
Average Account AUM $1,621,078
Hybrid Advisor No
Disciplinary History No
Total AUM $4 billion
Advisor / Client Ratio 1:125
Headquarters Irvine, CA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $500,000 0.90%
$500,001 to $1,000,000 0.75%
$1,000,001 to $2,000,000 0.65%
$2,000,001 to $4,000,000 0.45%
$4,000,001 to $6,000,000 0.30%
$6,000,001 to $10,000,000 0.25%
$10,000,001+ 0.20%


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