Index Funds Advisors Fees

(See Fee Calculator for IFA and DFA fees.)

*The blended annual fee at $1 million in assets under management is 0.825%, at $2 million is 0.7125%, at $4 million is 0.581%, at $6 million is 0.4875%, at $10 million is 0.3923% and at $20 million is 0.2961%. Due to a limitation of only five tiers in our billing software, clients with $6 million or more in assets will receive an invoice with the first 3 Tiers compressed into one Tier, so that on the first $2 million the rate is 0.7125%. Then, from Tier 4 down, the above schedule will be the same. For a precise calculation of your fee, see this fee calculator. Please call 888-643-3133 to obtain a copy of the IFA Client Agreement and Form ADV Part II. In certain situations, our fees are negotiable.