Index Portfolio Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
759 SW Federal Highway, Suite 315
Stuart FL 34994
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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