Index Funds Advisors' (IFA) minimum account size is $100,000. Our fees and web discounts are presented on the Fee Page. Charles Schwab & Co., Inc. and Fidelity Investments have been selected as Index Funds Advisors' primary custodians. Custodians are independent financial institutions that hold and provide monthly reports of your assets.

More @ Open Account

If you already have a Charles Schwab & Co., Inc. account or a Fidelity Investments 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 the custodian of your choice.

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 and confirmations will come to you monthly 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.