Index Fund Advisors, Inc
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Overview
Index Fund Advisors, Inc operates as a financial advisor company based in Irvine, California. The company manages $4.4 billion in total assets across 6,756 client accounts, placing it among the largest firms in the country by assets under management (AUM). It has an average-sized team, including 26 financial advisors. Index Fund Advisors, Inc does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments such as bonds, options and equities.
Index Fund Advisors, Inc administers all of its client assets in a discretionary manner. Discretionary management signifies that transaction choices for the client's account are made by an investment advisor without needing to seek the client's authorization. The advisory firm's average account size is $644,399. An average financial advisor at Index Fund Advisors, Inc administers about 260 client accounts.
The firm's central office is at 19200 Von Karman Ave, Irvine, California 92612-6566. Index Fund Advisors, Inc is permitted to provide services to investors across 50 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Index Fund Advisors, Inc by the Numbers
$4.4 billion
50
6,756
$644.4 thousand
Products and Services
Index Fund Advisors, Inc offers a variety of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. In the prior fiscal year, Index Fund Advisors, Inc provided 1500 of its customers with financial planning services. It is involved in selling products or offering services apart from investment advisory services to its customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically depend on the type of services offered. However, fee types charged by the firm most likely are comprised of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Index Fund Advisors, Inc caters to retail investors, high net worth investors, pension plans and charitable organizations. Out of its 6,756 accounts, Index Fund Advisors, Inc's largest client is retail investors, but it also caters to 826 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 33.7%
- Other Individuals - 63.89%
- Corporations - 0.37%
- Charitable Organizations - 2.04%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Index Fund Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Index Fund Advisors, Inc
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
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