Index Fund Advisors, INC.
Assets Under Management
$5.3B
Number of Clients
2,403
Number of Advisors
16
Average Client AUM
$2.2M
AUM per Advisor
$333.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Index Fund Advisors, Inc. (IFA) offers discretionary investment advisory services focusing on passively managed or index mutual and exchange-traded funds. Services are tailored to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. IFA also provides wealth services, including financial and retirement planning, and tax services through its IFA Taxes division.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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% |
Advisory fee is negotiable at the sole discretion of IFA. IFA has given discounts for families, groups, associations, and for competitive reasons.
Fee Estimator
IFA charges an annual fee based on a percentage of assets under management, billed quarterly. For example, the blended annual fee for $1,000,000 is 0.825%. Fees are negotiable at IFA's discretion, and discounts may be given. IFA Taxes charges separate fees ranging from $200 to $20,000 for tax services. Clients where Dimensional Fund Advisors (DFA) manages assets will also be charged a separate advisory fee by DFA. The minimum annual fee charged by DFA for any account shall be the following, calculated based on the account’s holdings as of the end of each calendar quarter or the effective date of Account termination, whichever is sooner: $500,000 times the Fee for Direct Equity Securities; $500,000 times the Fee for Direct Fixed Income Securities if an Account holds no Direct Equity Securities but holds Direct Fixed Income Securities; or $250 for any Account that does not hold Direct Equity or Direct Fixed Income Securities.
Areas of Practice
Location
19200 Von Karman Ave, Suite 150, Irvine, CA, 92612-6566