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Form CRSIFA and DFA Fee Calculator
| 1. | Total Dollars Invested: | $ |
| 2. | Percentage in Taxable Accounts: | |
| 3. | Percentage in Tax-Deferred Accounts: | |
| 4. | Select an IFA Index Portfolio: |
| Index Fund Advisors (IFA) Annual Percentage Fee: | |
| Dimensional Fund Advisors (DFA) Annual % Fee as a Blend of all Funds in the Selected Index Portfolio (This fee is not charged by IFA; it is deducted directly from the funds by DFA): | |
| Total Annual Percentage of IFA plus DFA Fees1: |
1. Fee calculation shown is an estimation based on Assets Under Management (AUM) and portfolio asset allocation. Actual fees charged may vary. Custodians may have additional trading costs not represented here. For more information on the breakdown of fees estimated here, please see here, or request a copy of IFA's ADV Part 2 by calling 888-643-3133 and asking for an Investment Advisor Representative.
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TermsDisclosuresIndex DescriptionsForm CRS The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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