I
Index Portfolio Tools Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,835,110
Total clients
12
58% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$736,259
Client services
Portfolio management
Fee options
Fixed fees may be negotiated especially for retirement plan advisory services.
$0 - $50,000: Fee greater than 1.0% (to meet $500 minimum annual fee) $50,000+: 1.0% annually
Account minimum: $50,000 Minimum fee: $500 minimum annual fee Fee-only: Investment management fees billed quarterly in advance based on asset value; $500 minimum annual fee applies.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Index Portfolio Tools Advisors
Easton MD, United States
Number of offices
1
Forms ADV
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