Index Funds Advisors' (IFA) minimum account size is $100,000.  Our fees are presented on the Fee Page. Charles Schwab & Co., Inc., Fidelity Investments, and TD Ameritrade have been selected as Index Funds Advisors' custodians. Custodians are independent financial institutions that act as custodians and provide confirmations of transactions and monthly reports of your assets. There is no ownership or management involvement by any custodian in IFA. For more information, visit About Us






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Mary Brunson

Vice President

Phone: (949) 428-0432
Fax: (949) 428-0432
Email: Mary@ifa.com

Address:
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 quarter.

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 more questions.