Advisor at Index Portfolio Advisors, LLC
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Firm
Index Portfolio Advisors, LLC
Location
Stuart, FL 34994
Credentials
CFP®, ChFC®, Series 63
Industry experience
18 years
John Lovett is a CFP® and ChFC® credentialed financial advisor with 18 years of industry experience. He has been with Index Portfolio Advisors, LLC since 2014, serving as the firm's sole advisor. Index Portfolio Advisors, LLC is an independent, state-registered investment adviser specializing in discretionary portfolio management and CFP-prepared financial planning for individual clients, including high-net-worth individuals. The firm applies long-term, Modern Portfolio Theory–based investment principles, focusing on strategic asset allocation and globally diversified portfolios primarily constructed with no-load passive and index mutual funds and ETFs.
$0 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.25%
$150 per hour for financial planning services
Account minimum: No minimum stated; firm notes they may terminate accounts they consider too small to manage effectively
759 Sw Federal Highway, Suite 315
Stuart, FL 34994
Florida
NDEX Portfolio Advisors, LLC
2014 - Present (12 years)
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Insurance agent
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Bank
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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