Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark James Higgins

Index Fund Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark James Higgins

Mark Higgins is a financial advisor with over 10 years of experience in the industry. He is a Certified Financial Planner™ and a Chartered Financial Analyst and has a strong background in financial planning, portfolio management, and investment strategies. Mark currently works with Index Fund Advisors, Inc., where he specializes in providing personalized financial advice to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Mark is also the author of "Investing in U.S. Financial History: Understanding the Past to Forecast the Future," which is copyrighted by his own company, Enlightened Investor, LLC.

Firm Information

Mark Higgins is currently registered with Index Fund Advisors, Inc.. Index Fund Advisors, Inc. is an investment advisory firm based in Irvine, California. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and other investment advisers. As of 2023, the firm manages approximately $4.95 billion in assets for 7,193 accounts.
Index Fund Advisors, Inc.

19200 VON KARMAN AVE

IRVINE, CA 92612-6566

$4.95B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Higgins’s Registration & Firm History

OR

08/21/2023 - Present

Index Fund Advisors, Inc. (Portland OR)

Not sure if Mark James Higgins is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark James Higgins.
Not sure if Mark James Higgins is right for you?