IMPORTANT NOTICE: You are now leaving the website of Index Fund Advisors, Inc.("Advisor") and will be entering the website for Institutional Intelligent Portfolios™, an automated investment management service sponsored by Schwab Wealth Investment Advisory, Inc. (“SWIA”) and available to you exclusively through Advisor. Advisor is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Advisor's website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SWIA or a solicitation of any offer to purchase or sell any security.Continue | Access Code: 8LTC Go Back
IndexFunds.com is a low cost (0.25% annual fee), low touch, automated investment advice platform designed for the emerging affluent investor, with less than $100,000 to invest, who is seeking a long-term approach that emphasizes risk-appropriate, broad diversification and consistent exposure to the structural dimensions of global publicly traded markets.
IndexFunds.com employs portfolios from a large selection of ETFs available on the Institutional Intelligent Portfolio™ platform of Schwab Wealth Investment Advisory, Inc. An investor with a minimum of $5,000 is then carefully matched to a recommended portfolio based on a series of questions. IndexFunds.com investors are also provided with eMoney - a digital account dashboard and organizer where you can track your assets, liabilities, income, spending and much more.
The IndexFunds.com investment and risk selection strategy is based on the investment principles of Index Fund Advisors, Inc. - an industry leading1 registered investment adviser.
|IndexFunds.com||Index Fund Advisors||Intelligent Portfolios|
|Personalized Financial Advice from an IFA Wealth Advisor||No||Yes||No|
|Access to Funds From Dimensional Fund Advisors||No||Yes||No|
|Funds to choose from for Portfolio Construction||400+ ETFs||17,000 Mutual Funds + ETFs||22 ETFs|
|Minimum Cash Requirement in Account||4%||0.50%||7%|
|Behavioral Finance Advice||No||Yes||No|
|Tax Management and Asset Location Strategy||No||Yes||No|
|Tax Loss Harvesting||$50,000+||Yes||$50,000+|
|Statements from Custodians||Yes||Yes||Yes|
|Detailed Performance Reports||No||Yes||No|
|Cash Withdrawal and Deposit Management||No||Yes||No|
|eMoney with Financial Planning||No||Yes||No|
|eMoney without Financial Planning||Yes||Yes||No|
|Independent Investment Options||Yes||Yes||No|
|Glide Path Strategy||No||Yes||No|