A complete list of active advisors currently associated with My Advisors, LLC

Warmer can help you find a great advisor at My Advisors, LLC or one who fits your needs even better.

My Advisors provides non-discretionary investment advisory services to individuals, families, trusts, and institutional clients, focusing on portfolios of passively managed or index mutual funds and ETFs. The firm reported managing approximately $131,655 on a non-discretionary basis and generally requires a $50,000 minimum for advisory accounts, although that minimum may be waived. The firm’s investment approach emphasizes globally diversified, low-cost index portfolios constructed under Modern Portfolio Theory and a multi-factor framework, with explicit tilts toward smaller-cap, value, and high-profitability exposures; services include quarterly reviews, rebalancing recommendations, optional automated “Glide Path” risk-reduction, and tax-related advice such as tax-loss harvesting. MA places trades only with client approval (non-discretionary), relies on extended historical time-series data and Fama–French research, and commonly recommends fund families such as Dimensional, Vanguard, and Schwab. What is noteworthy relative to peers is MA’s combination of primarily non-discretionary management and formal business arrangements with other advisers: the firm is a network member of Index Fund Advisors and discloses referral/fee-sharing arrangements in which a third-party advisor may bill clients and generally pay MA 50% of the advisory fee. The firm also emphasizes access to institutional-only fund share classes (e.g., Dimensional) that can affect portability of assets on termination, does not charge performance-based fees, and does not vote proxies on client securities.

To learn more about the advisors currently working at My Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.