Brad von Grote

Wealth Advisor
Toll Free:

Client Services Specialist

Rochelle Jornacion

Phone: 949-428-0450

Brad von Grote is a Wealth Advisor (Series 65) at Index Fund Advisors, Inc. He began his career in the investment industry in 1999 as a stockbroker, but soon learned the inherent conflicts associated with commission-based fee structures. It was this realization that motivated him to shift his career to focus on delivering fee-only advice and acting as a true fiduciary to his clients.

Brad specializes in advising a range of clients including high net worth individuals, investment committees for endowments, foundations and pension plans, as well as working with companies to construct highly diversified, low-cost 401(k) retirement solutions for their employees.

Brad focuses on educating his clients about the true source of stock market returns, why every investor has the right to expect a return, and the odds of achieving their desired outcome. Brad is fully committed to assisting his clients toward maximizing their investment experiences by sharing with them the important data that is the hallmark of prudent investing.

Married with two sons, Brad enjoys kite boarding, motorcycles and contributing his spare time to charity work for his church.

What's your Risk Capacity?

Calculating risk capacity is the first step to deciding which portfolio will generate optimal returns for each investor.

Each investor has a unique risk capacity and can be identified by a risk capacity score — a measure of
how much risk one can manage.

Determine Your Risk Capacity