Index Portfolio Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,150,399
Total clients
41
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
41
Average account size
$320,741
About
Index Portfolio Advisors, LLC is a state-registered investment adviser formed in 2014 that provides discretionary portfolio management and CFP-prepared financial planning to individual clients, including high-net-worth individuals. The firm reports managing $7,000,000 in client assets on a discretionary basis as of January 30, 2017 and serves about 41 clients.
The firm follows long-term, Modern Portfolio Theory–based investment principles, emphasizing strategic asset allocation and globally diversified portfolios without tactical asset allocation. Portfolios are primarily constructed with no-load passive and index mutual funds and ETFs, the firm requires discretionary authority, prepares individualized Investment Policy Statements, and monitors and rebalances accounts as needed while noting tax efficiency is not its primary management objective.
Compared with many peers, the brochure highlights several operational features: the adviser holds multiple professional designations (CFP, ChFC, CLU) and offers comprehensive written financial plans as a separate, limited-scope service (the firm estimates most plans require about five to six hours). The firm also discloses that it does not accept commissions or recommend funds with 12b‑1 fees, will not accept performance-based fees, and describes a custodial relationship with Schwab that is tied to a $10 million client-assets threshold for certain institutional services.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Fee options
$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
Main office location
Index Portfolio Advisors, LLC
759 Sw Federal Highway, Suite 315
Stuart FL 34994, United States
Number of offices
1
Most active in
Index Portfolio Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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