Index Funds Advisors Fees
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.