Fees

Introduction to Fees

Index Fund Advisors, Inc. (IFA) is a fee-only Registered Investment Adviser. Our account minimum is $100,000. We will provide our ADV Part II and client agreement prior to you becoming a client.

Quotes

"The investor's chief problem - and even his worst enemy - is likely to be himself."

— Benjamin Graham (1894-1976) Legendary American investor, scholar, teacher and co-author of the 1934 classic, Security Analysis

"It is unwise to pay too much, but it's worse to pay too little."

— John Ruskin (1819-1900)

Index Fund Advisors Management Fee

For a precise calculation of our fee, click here to see the fee calculator.

Mutual Fund Fees

Important disclosures

The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.

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