I
$13.2M Total AUM
$13.2M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Bridge
- Established Date
- 08-08-2014
- Office Locations
- 1
Office Locations
759 SW Federal Highway Suite 315 Stuart FL
About Index Portfolio Advisors, LLC
Index Portfolio Advisors is a fee-only RIA in Stuart, FL providing fiduciary financial planning, independent investment management, and 401(k) planning for small businesses. The firm serves families and business owners and is paid only by client fees (no commissions). Portfolios commonly use ETFs, and the practice is led by founder John J. Lovett, CFP (38+ years in the industry) with custody at Charles Schwab.
Team overview
-- AVG AGE
$13.2M AVG AUM / ADVISOR
$320.7K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
See the complete signal summary connected to peak alpha.
Full visibility includes strategy notes for momentum bridge.
Unlock to see real insight on eagle fusion glacier.
Premium access reveals conviction themes in meridian vital quantum.
Unlock to see real insight on capital legacy focus.
Request access to benchmark trends tied to meridian.
Unlock to see real insight on signal peak.
Upgrade to reveal position-level detail across zenith eagle.
Client Personas
Pathway Radial
Custodian
Crest Oak Radial vital
Investment Themes
Wave summit Quantum
Investment Vehicles
Catalyst
Services
Radial Wave frontier Beacon Alpha Vital pioneer Vital delta Signal alpha Summit wave
Technology
Insight
Owner & Executives
J
JOHN JOSEPH LOVETT
Managing Member
- CRD
- #735487
- Ownership
- 75% or more
(479) 821-1733
summit.north@embercapital.com
in linkedin.com/in/peak-legacy
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,150,399 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,150,399 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $13,150,399
Cash:
31.3% Equity - Exchange:
68.7% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $270,078,574 | 31.3% |
| Equity - Exchange | $592,792,271 | 68.7% |
| Total | $862,870,845 | 100.0% |