Phone: (949) 428-0432
Fax: (949) 428-0432
Index Funds Advisors, Inc.
19200 Von Karman Avenue, Suite 150
Irvine CA, 92612-8502
If you already have a Charles Schwab, Fidelity Investments or TD Ameritrade
account (custodian accounts), it is a simple process for us to become your
Investment Manager. We also have forms to transfer your account from your
current broker to one of these custodians.
Your custodian account will
be included in our "Master Account" at the institutional groups of those firms
so that we can make transactions for you, but you will also have access through
the custodian websites and the numerous branch offices of those firms nationwide
or by phone.
Statements (monthly) and
confirmations (as they occur) will come to you from the custodian and Index
Funds Advisors will provide you with a detailed analysis of your portfolio every
Before opening an account, we
will provide you a client agreement and a copy of our ADV Part II, which will
detail all relevant aspects of our business, including our asset based
"fee-only" pricing schedule. See our
fee schedule here.
Please call us at (949) 428-0432 if we can answer any